Firm
Global Wealth Management
Little Rock, Arkansas
Fee-only
Global Wealth Management at a glance
- One of 46 fee-only firms based in Arkansas in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 121 individual clients, 18 of them high net worth.
- Its average account is about $132,000 (assets it manages divided by its 368 accounts).
Facts
| Based in | Little Rock, Arkansas |
|---|---|
| Website | gwmi.net |
| Phone | (479) 685-6486 |
Global Wealth Management fees
Global Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $49 million |
| Individual clients | 103 |
| High-net-worth clients | 18 |
| Accounts managed | 368 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-60614) |
| Financial planning | Offered |
| Form ADV filed | April 22, 2026 |
| SEC record | CRD 115806 |