Charles Boling
Global Wealth Management · Little Rock, Arkansas
Charles Boling is a fee-only financial advisor at Global Wealth Management in Little Rock, Arkansas. Charles focuses on retirement planning, estate & legacy planning and small business owners. Global Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Global Wealth Management |
|---|---|
| Based in | Little Rock, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $48.5M across 368 accounts |
| SEC registration | Investment adviser representative in AR, TX · CRD 1565470 |
| Exams passed | Series 63 (1986) · Series 65 (1999) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | gwmi.net |
How Charles's firm compares
- Global Wealth Management's average account is about $132,000, from its Form ADV (assets managed divided by 368 accounts).
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Questions about Charles
Is Charles Boling a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Global Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Global Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Boling based?
Charles Boling is based in Little Rock, Arkansas.
What does Charles specialize in?
Charles's specialties include retirement planning, estate & legacy planning and small business owners.
Is Charles Boling registered with the SEC?
Yes. Charles Boling is registered as an investment adviser representative in AR and TX (CRD 1565470), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Global Wealth Management manage?
Global Wealth Management reports $48.5M across 368 accounts in assets under management.
How do I contact Charles Boling?
Through Charles's website, gwmi.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Global Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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