Global Wealth Management, LLC

Global Wealth Management, LLC (GWM) is a registered investment adviser established in 2010 in New Jersey, succeeding a firm founded in 1983. GWM specializes in providing investment management services to high-net-worth individuals, family offices, pension plans, trusts, and foundations. The firm primarily invests in equity Exchange-Traded Funds (ETFs), individual company securities, and bond ETFs, among others. GWM offers financial planning services, including income tax planning and retirement planning, as part of its investment supervisory services. The minimum account size for investment management services is generally $500,000. GWM does not guarantee the appreciation of securities. The firm does not charge performance-based fees and operates on a Fee-Only basis, with fees based on a percentage of assets under management. GWM has a Code of Ethics in place and does not receive compensation based on the sale of securities. The firm does not engage in financial activities beyond its advisory services and does not have affiliations within the financial industry. GWM does not accept or maintain custody of client accounts and has a privacy policy in place to protect clients' personal information. Clients grant GWM investment discretion, allowing the firm to select, purchase, or sell securities within client accounts. GWM votes proxies on behalf of clients and has established policies to ensure voting is in the clients' best interests.