Glb Wealth Management, LLC is a large advisory firm based in Vancouver. It manages $80 million of regulatory assets for 165 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdictions of California, Oregon, and Washington.
Glb Wealth Management provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Glb Wealth Management, LLC is $80 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 202% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Glb Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Glb Wealth Management, LLC is owned by Chad Mitchell Burton. Robert Francis Black joined the executive team most recently as the Member/Owner.
The principal office where Glb Wealth Management, LLC performs its advisory services is located at 703 Broadway, Vancouver, WA 98660, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 888-762-2423 or by fax 866-565-8305. The normal business hours are 8:00am-4:30pm on Monday - Friday.