Raffaele Mari
Global Wealth Management · Corona Del Mar, California
Raffaele Mari is a fee-only financial advisor at Global Wealth Management in Corona Del Mar, California, who holds the CFP credential. Global Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Global Wealth Management |
|---|---|
| Based in | Corona Del Mar, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $6.2M across 6 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6166118 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.gwmllc.com |
How Raffaele's firm compares
- Global Wealth Management's average account is about $1.0 million, from its Form ADV (assets managed divided by 6 accounts).
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Questions about Raffaele
Is Raffaele Mari a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Raffaele 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 Raffaele charge for financial advice?
Raffaele's firm, Global Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Raffaele Mari based?
Raffaele Mari is based in Corona Del Mar, California.
What credentials does Raffaele Mari hold?
Raffaele Mari holds the CFP credential.
Is Raffaele Mari registered with the SEC?
Yes. Raffaele Mari is registered as an investment adviser representative in CA (CRD 6166118), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Global Wealth Management manage?
Global Wealth Management reports $6.2M across 6 accounts in assets under management.
How do I contact Raffaele Mari?
Through Raffaele's website, www.gwmllc.com.
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
- 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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