What departments does Global Wealth Advisors have?

Global Wealth Advisors has employees across 6 departments including Finance, Marketing, Program & Project Management, Community & Social Services, Analytics.

What is the largest department at Global Wealth Advisors?

The largest department at Global Wealth Advisors is Program & Project Management with 4 employees.

Where are Global Wealth Advisors employees located globally?

Global Wealth Advisors has employees across 2 continents and 2 countries including Switzerland, United States Of America.

How has Global Wealth Advisors's team size changed over time?

Global Wealth Advisors's team has decreased from approximately 15 to 3 employees based on available data.

Global Wealth Advisors Employee Directory

Financial ServicesTexas, United States2-10 Employees

Global Wealth Advisors is a small independent financial services firm based in Lewisville, Texas, serving clients in the Dallas–Fort Worth area. The firm uses a team-based planning method described as Plan, Prosper, and Protect, and coordinates with clients' CPAs and attorneys as part of its process. Its services combine investment management, retirement planning, and insurance considerations to align with clients' evolving financial needs and life events.

In August 2025, Global Wealth Advisors announced a partnership with Financial Design Group, Inc., with Republic Capital Group acting as exclusive investment banking advisor to the firm in collaboration with Merit Financial Advisors. Securities are offered through Commonwealth Financial Network, with advisory services provided by Global Wealth Advisors, and fixed insurance products are offered through CES Insurance Agency or Global Wealth Advisors.

Global Wealth Advisors Global Highlights

North America
23

United States Of America
23

Europe
1

Switzerland
1

Global Wealth Advisors's Leadership

K. S.
Chief Investment Officer
Mobile Phone
Email
R. L.
Principal Owner
Mobile Phone
Email
T. K.
Managing Partner
Mobile Phone
Email
T. G.
Director Of Marketing
Mobile Phone
Email
E. L.
Project Manager
Mobile Phone
Email
M. A.
Project Manager
Mobile Phone
Email
R. K.
Manager Alternatives
Mobile Phone
Email
T. R.
Project Manager
Mobile Phone
Email

Global Wealth Advisors Employee Metrics

100%

50%

0%

2026

2025

Banking
Legal
Accounting
Administrative
Analytics
Other
Arts & Design

Contact profiles from Global Wealth Advisors

Name

Title

Contact Info

Location

Last Update

K. S.
Chief Investment Officer
Mobile Phone
Email
United StatesMississippi
May 31, 2025
R. L.
Principal Owner
Mobile Phone
Email
United StatesFlorida
Oct 16, 2024
T. K.
Managing Partner
Mobile Phone
Email
May 28, 2024
T. G.
Director Of Marketing
Mobile Phone
Email
Oct 18, 2024
E. L.
Project Manager
Mobile Phone
Email
Oct 22, 2024
M. A.
Project Manager
Mobile Phone
Email
Oct 17, 2024
R. K.
Manager Alternatives
Mobile Phone
Email
Oct 23, 2024
T. R.
Project Manager
Mobile Phone
Email
Oct 23, 2024
R. L.
Senior Estimator, Cm Department And Community Outreach Liaison
Mobile Phone
Email
Oct 16, 2024
B. M.
Financial Advisor
Mobile Phone
Email
Aug 03, 2025

Frequently Asked Questions

What is Global Wealth Advisors known for?

Global Wealth Advisors was founded in 2008 operates in the Financial Services industry. The company's main headquarters is located in 4400 Tx-121 Suite 200 Lewisville, Texas 75056 United States. Explore Global Wealth Advisors's company overview page for more information.

What is Global Wealth Advisors's most common email format?

Global Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Global Wealth Advisors email formats with LeadIQ.

How many employees does Global Wealth Advisors have currently?

Global Wealth Advisors has approximately 3 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Global Wealth Advisors's key employees and leadership?

As of June 2026, Global Wealth Advisors's key employees include:

Chief Investment Officer: K. S.
Principal Owner: R. L.
Managing Partner: T. K.
Director Of Marketing: T. G.
Project Manager: E. L.

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Global Wealth Advisors Employee Directory

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