TU
Thomas Urs Heierli
CRD 2694377
Firms
| Firm | Role | As of |
|---|---|---|
| Global Wealth Management, L.C. | Registered representative | 07/20/2026 |
| Wealth Management Group Ag | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Global Wealth Management, L.C.
Founder/Deputy Ceo/Managing Partner · Less than 5% · Jul 2024
-
Global Wealth Management, L.C.
Board Member · 25% – 50% · Jul 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗