LeadIQ logo
Learn more at LeadIQ.com
Global Wealth Management logo

Global Wealth Management Employee Directory

Financial ServicesFlorida, United States51-200 Employees

Global Wealth Management is a financial services firm based in Fort Lauderdale, Florida, offering independent investment management. It is registered with the Securities and Exchange Commission as an investment adviser and operates without shareholder mandates, avoiding the promotion of proprietary products. The firm emphasizes a client-centric approach, delivering customized financial plans and proactively adjusting them as market conditions change.

Its service offerings include private asset management, retirement income planning, portfolio management, asset protection, income tax minimization, and risk management. Insurance services are provided separately through its affiliated entity, Global Wealth Retirement Planning. A 2025 development saw the firm expanding its footprint with a new office in Boynton Beach, Florida, signaling ongoing growth in the regional market.

Find Global Wealth Management employees' phone numbers or email addresses

Global Wealth Management Global Highlights

Location
Employees

North America
67

Minus sign iconPlus sign icon
  • United States Of America
    67

Asia
8

Minus sign iconPlus sign icon
  • China
    4
  • India
    3
  • Singapore
    1

Europe
4

Minus sign iconPlus sign icon
  • United Kingdom Of Great Britain And Northern Ireland
    2
  • Romania
    1
  • Ireland
    1

South America
4

Minus sign iconPlus sign icon
  • Uruguay
    4

Africa
1

Minus sign iconPlus sign icon
  • South Africa
    1

Global Wealth Management's Leadership

  • Chief Financial Officer at Global Wealth Management
    J. J.
    Chief Financial Officer
    Mobile Phone
  • Vice President Of Wealth Management at Global Wealth Management
    D. R.
    Vice President Of Wealth Management
    Mobile Phone
  • Vice President Of Client Services Wealth Manager at Global Wealth Management
    D. O.
    Vice President Of Client Services Wealth Manager
    Mobile Phone
  • President at Global Wealth Management
    C. B.
    President
    Mobile Phone
  • Partner at Global Wealth Management
    C. V.
    Partner
    Mobile Phone
  • Managing Director at Global Wealth Management
    P. G.
    Managing Director
    Mobile Phone
  • Managing Director at Global Wealth Management
    A. C.
    Managing Director
    Mobile Phone
  • Director Of Global Wealth Women at Global Wealth Management
    A. K.
    Director Of Global Wealth Women
    Mobile Phone

Global Wealth Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Program & Project Management
  • Accounting
  • Business
  • Community & Social Services
  • Other
  • Entrepreneurship
  • Sales

Contact profiles from Global Wealth Management

Name
Title
Contact
Location
Last Update
  • Chief Financial Officer at Global Wealth Management
    J. J.
    Chief Financial Officer
    Mobile Phone
    May 27, 2026
  • Partner at Global Wealth Management
    C. V.
    Partner
    Mobile Phone
    Romania, Bucharest
    Jun 02, 2026
  • President at Global Wealth Management
    C. B.
    President
    Mobile Phone
    Oct 23, 2024
  • Vice President Of Wealth Management at Global Wealth Management
    D. R.
    Vice President Of Wealth Management
    Mobile Phone
    Jul 01, 2026
  • Vice President Of Client Services Wealth Manager at Global Wealth Management
    D. O.
    Vice President Of Client Services Wealth Manager
    Mobile Phone
    May 27, 2026
  • Managing Director at Global Wealth Management
    P. G.
    Managing Director
    Mobile Phone
    India, Maharashtra
    Jun 01, 2026
  • Managing Director at Global Wealth Management
    A. C.
    Managing Director
    Mobile Phone
    Oct 24, 2024
  • Director Of Global Wealth Women at Global Wealth Management
    A. K.
    Director Of Global Wealth Women
    Mobile Phone
    Jun 08, 2026
  • Managing Director at Global Wealth Management
    M. K.
    Managing Director
    Mobile Phone
    Oct 23, 2024
  • Marketing Manager at Global Wealth Management
    N. A.
    Marketing Manager
    Mobile Phone
    Apr 13, 2026

Frequently Asked Questions

What is Global Wealth Management known for?

Minus sign iconPlus sign iconGlobal Wealth Management operates in the Financial Services industry. You can contact Global Wealth Management's main corporate office by phone at
+1-417-626-****
. Explore Global Wealth Management's company overview page for more information.

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

Minus sign iconPlus sign iconGlobal Wealth Management employees' email format typically follows the pattern of First@askglobalwealth.com. Trying to find reliable and up-to-date employee contact data? Find more Global Wealth Management email formats with LeadIQ.

How many employees does Global Wealth Management have currently?

Minus sign iconPlus sign iconGlobal Wealth Management has approximately 74 employees as of August 2026. These team members are located across 5 continents, including North America, Asia and Europe.

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

Minus sign iconPlus sign icon

As of August 2026, Global Wealth Management's key employees include:

  • Chief Financial Officer: J. J.
  • Vice President Of Wealth Management: D. R.
  • Vice President Of Client Services Wealth Manager: D. O.
  • President: C. B.
  • Partner: C. V.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.