Sripat Pandey
Global Wealth Management · Kingston, New Jersey
Sripat Pandey 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 4250947 |
| Exams passed | Series 63 (2012) · Series 65 (2018) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.globalwealthllc.com |
| Profile |
How Sripat'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 Sripat
Is Sripat Pandey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sripat 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 Sripat charge for financial advice?
Sripat's firm, Global Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Sripat Pandey based?
Sripat Pandey is based in Kingston, New Jersey.
Is Sripat Pandey registered with the SEC?
Yes. Sripat Pandey is registered as an investment adviser representative in NJ (CRD 4250947), 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 Sripat Pandey?
Through Sripat'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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