Ronica Sethi
Global Wealth Management · Kingston, New Jersey
Ronica Sethi is a fee-only financial advisor at Global Wealth Management in Kingston, New Jersey. Global Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Global Wealth Management |
|---|---|
| Based in | Kingston, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $245.7M across 204 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 7380657 |
| Exams passed | Series 65 (2021) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.globalwealthllc.com |
| Profile |
How Ronica's firm compares
- Global Wealth Management's average account is about $1.2 million, from its Form ADV (assets managed divided by 204 accounts).
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Questions about Ronica
Is Ronica Sethi a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ronica 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 Ronica charge for financial advice?
Ronica's firm, Global Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Ronica Sethi based?
Ronica Sethi is based in Kingston, New Jersey.
Is Ronica Sethi registered with the SEC?
Yes. Ronica Sethi is registered as an investment adviser representative in NJ (CRD 7380657), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Global Wealth Management manage?
Global Wealth Management reports $245.7M across 204 accounts in assets under management.
How do I contact Ronica Sethi?
Through Ronica's website, www.globalwealthllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
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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