Insights

Strong Market Presence Global Wealth Management has established a prominent reputation in South Florida, evidenced by their repeated recognition as one of the fastest-growing companies and their high rankings nationwide and statewide. This suggests a large, engaged client base and ongoing growth potential in affluent markets.

Recent Expansion The firm has recently expanded its physical footprint with new office locations in Boynton Beach and acquired Gulf Coast Financial Planning, adding over $150 million in assets under management. These moves indicate active growth strategies, providing opportunities to offer complementary services or partnerships.

Leadership & Strategy With the promotion of Ivan Minkov to CEO and the appointment of a Senior Vice President of Strategy, GWM is focused on strengthening leadership and strategic initiatives, which opens doors for targeted engagement around innovative financial products and advisory solutions.

Recognition & Credibility Receiving the Best Financial Advisory Firm award in 2025 enhances credibility and trust with affluent clients, creating opportunities to position premium financial services, advanced planning tools, and technology integrations to support their growth and client retention.

Client-Centric Focus GWM emphasizes personalized, independent wealth management advice tailored to individual client needs, indicating a potential demand for tailored investment solutions, tax minimization strategies, and risk management tools that can be offered to refine their client offerings and facilitate deeper engagement.

Global Wealth Management Tech Stack

Global Wealth Management uses 8 technology products and services including Facebook Pixel, RSS, Sentry, and more. Explore Global Wealth Management's tech stack below.

  • Facebook Pixel
    Analytics
  • RSS
    Content Management System
  • Sentry
    Issue Trackers
  • OWL Carousel
    Javascript Libraries
  • imagesLoaded
    Javascript Libraries
  • HubSpot
    Marketing Automation
  • X-XSS-Protection
    Security
  • ZURB Foundation
    UI Frameworks

Media & News

Global Wealth Management's Email Address Formats

Global Wealth Management uses at least 1 format(s):
Global Wealth Management Email FormatsExamplePercentage
First@askglobalwealth.comJohn@askglobalwealth.com
48%
First.Last@askglobalwealth.comJohn.Doe@askglobalwealth.com
2%
First@askglobalwealth.comJohn@askglobalwealth.com
48%
First.Last@askglobalwealth.comJohn.Doe@askglobalwealth.com
2%

Frequently Asked Questions

Where is Global Wealth Management's headquarters located?

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Global Wealth Management's main headquarters is located at 1301 East Broward Boulevard, Suite 200. The company has employees across 5 continents, including North AmericaAsiaSouth America.

What is Global Wealth Management's phone number?

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You can contact Global Wealth Management's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Global Wealth Management's stock symbol?

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Global Wealth Management is a publicly traded company; the company's stock symbol is N/A.

What is Global Wealth Management's official website and social media links?

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Global Wealth Management's official website is askglobalwealth.com and has social profiles on LinkedIn.

What is Global Wealth Management's SIC code NAICS code?

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Global Wealth Management's SIC code is 7389 - Business Services, Not Elsewhere Classified NAICS code is 52 - Finance and Insurance.

How many employees does Global Wealth Management have currently?

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As of December 2025, Global Wealth Management has approximately 57 employees across 5 continents, including North AmericaAsiaSouth America. Key team members include Chief Executive Officer: I. M.Chief Client Officer: J. Z. M.Chief Financial Officer: J. J.. Explore Global Wealth Management's employee directory with LeadIQ.

What industry does Global Wealth Management belong to?

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Global Wealth Management operates in the Financial Services industry.

What technology does Global Wealth Management use?

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Global Wealth Management's tech stack includes Facebook PixelRSSSentryOWL CarouselimagesLoadedHubSpotX-XSS-ProtectionZURB Foundation.

What is Global Wealth Management's email format?

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Global Wealth Management's email format typically follows the pattern of First@askglobalwealth.com. Find more Global Wealth Management email formats with LeadIQ.

Global Wealth Management

Financial ServicesFlorida, United States51-200 Employees

Does Your Big-Name Investment Firm Know Yours? It’s Time To Get Personal. 
Call 954-533-7144 to schedule your complimentary, no-obligation meeting today. 
                        
At Global Wealth Management, our clients are our only priority. As an independent investment management firm without shareholders, the investments we recommend are never chosen by a company mandate to push proprietary financial products. Our advice is customized to meet the dynamic needs of our clients. Together, we develop a financial plan that takes into account your current situation and goals. We take a proactive approach to plan administration by continuously monitoring and updating to reflect changes in the market. We get to know each client, and their family, and are always available to discuss questions or concerns that may arise.
                    
Global Wealth Management provides industry experience in:
-- Private Asset Management
-- Retirement Income Planning
-- Portfolio Management
-- Asset Protection 
-- Income Tax Minimization
-- Risk Management
Securities offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals of Global Wealth Management Advisory (GWM), a registered investment advisor. Registration as an investment advisor does not imply any level of skill or training. GWM and MAS are not affiliated entities. On April 23rd, 2025, Global Wealth Management was named Best Financial Advisory Firm 2025 by USA Today and Statista Inc., in 2025. No compensation was provided to USA Today or Statista Inc., to obtain inclusion on the list, but there is a licensing fee to utilize USA Today’s and Statista Inc., logos in marketing materials.  Criteria may not be directly related to the quality of investment advice provided. If you’re curious, the full methodology can be found on https://www.usatoday.com/story/money/2025/04/22/top-financial-adviser-firms/78030977007/

Section iconCompany Overview

Headquarters
1301 East Broward Boulevard, Suite 200
Phone number
SIC Code
7389 - Business Services, Not Elsewhere Classified
Stock Symbol
N/A
NAICS Code
52 - Finance and Insurance
Employees
51-200

Section iconFunding & Financials

  • $25M$50M

    Global Wealth Management's revenue is estimated to be in the range of $25M$50M

Section iconFunding & Financials

  • $25M$50M

    Global Wealth Management's revenue is estimated to be in the range of $25M$50M

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