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Global Wealth Consultants, LLC (Naples)


Global Wealth Consultants, LLC is a large advisory firm based in Naples. It manages $108.15 million of regulatory assets for 260 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida, New Jersey, and Pennsylvania.

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Global Wealth Consultants provides portfolio management for individuals and small businesses and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Global Wealth Consultants: assets under management

The assets under management (AUM) of Global Wealth Consultants, LLC is $108.15 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 316% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $108.15 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $415.98 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Global Wealth Consultants, LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Naples

The principal office where Global Wealth Consultants, LLC performs its advisory services is located at 8955 Fontana Del Sol Way, Naples, FL 34109, which is also the mailing address of the firm. An additional office of the firm is in State College, PA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 239-919-2115 or by fax 239-631-2890. The normal business hours are 8:00 am - 5:00 am on Monday - Friday. You can find more information about the New York firm at gwc.us.com.


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