Global Wealth Management
Global Wealth Management is a private financial advisory firm based in Kingston, United States, founded in 1981. It offers cash flow, insurance, investment, retirement, and estate planning services to individual and family clients through a small (1-10 employee) practice.
- Company typePrivate
- Founded1981
- HeadquartersKingston, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Global Wealth Management does
Global Wealth Management is a private, for-profit financial advisory firm headquartered in Kingston, United States, founded in 1981 and led by founder and chairman Ram Kolluri. The firm provides personal-finance services spanning cash flow management, insurance, investment, retirement, and estate planning, indicating a holistic wealth-advisory model aimed at individual and family clients rather than institutional accounts. The firm operates with a small team (1-10 employees), consistent with a boutique local advisory practice rather than a scaled wealth-management platform.
The firm's product surface is defined entirely by service categories rather than disclosed platforms, software, or technical infrastructure. The input records no products, no technology stack, no integrations, no API, and no proprietary tooling; the corporate website (globalwealthllc.com) returned only a verification/placeholder page during extraction, so pricing, fee schedules, AUM disclosures, and distribution mechanics could not be verified. Revenue mechanics and a go-to-market motion are similarly undocumented — no pricing models, customer logos, customer segments, or distribution channels are present in the data.
The commercially relevant inferences are limited by evidence: with 1-10 employees, the business is consistent with a relationship-and-fee-based practice, but specific pricing (flat fee, AUM-based, commission, or hybrid) cannot be confirmed from the input. Key data gaps include absence of revenue, AUM, customer count, regulatory registrations (RIA/IAR), and any recent strategic disclosures, which constrains any deeper analytical conclusion.
Global Wealth Management firmographics
Firmographics- Name
- Global Wealth Management
- Website
- https://globalwealthllc.com
- Company type
- Private
- Founded year
- 1981
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Global Wealth Management is a private financial advisory firm based in Kingston, United States, founded in 1981. It offers cash flow, insurance, investment, retirement, and estate planning services to individual and family clients through a small (1-10 employee) practice.
- Ownership category
- akta.pro rank
Global Wealth Management industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Advisory Portfolio Management (Non-Discretionary) (FSAAABAD)
- akta.pro secondary industry
- Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ)
Keywords
Where Global Wealth Management is headquartered
LocationHeadquarters
- HQ city
- Kingston
- HQ country
- United States
- HQ region
- North America
Markets served
Global Wealth Management business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations
Global Wealth Management product offering
Product offeringCore offering
Global Wealth Management is a financial advisory firm that provides cash flow planning, insurance planning, investment planning, retirement planning, and estate planning services to individuals. The firm delivers personalized wealth management strategies aimed at helping clients organize, grow, protect, and transfer their financial assets over time.
Differentiator
Problem solved
Functional benefit
Products and services
- Cash Flow Planning Service that helps individual clients assess income versus expenses, build budgets, and manage cash flow to support their broader financial objectives.
- Insurance Planning Advisory service that helps individual clients evaluate insurance needs and select appropriate coverage options to protect against financial risk.
- Investment Planning Advisory service that assists individual clients with constructing and managing investment portfolios aligned with their goals, risk tolerance, and time horizon.
- Retirement Planning Service that helps individual clients prepare financially for retirement by projecting income needs, recommending savings strategies, and coordinating retirement accounts.
- Estate Planning Service that helps individual clients arrange the transfer of their assets through wills, trusts, and beneficiary designations to minimize tax exposure and preserve legacy.
Companies that use Global Wealth Management
Customer profileIdeal customer profiles1 record
Global Wealth Management technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Global Wealth Management partnerships and signals
Strategic signalRecent moves1 record
Global Wealth Management competitors and assessment
Company assessmentBroad incumbents
- Focus Financial Partners: Partnership model for independent RIAs and wealth advisory firms—relevant comparable as a parent/aggregator of boutique wealth practices similar in scope to Global Wealth Management.
- Northwestern Mutual: Large financial services firm combining insurance, investment, and retirement/estate planning—overlaps substantially with Global Wealth Management's integrated service mix.
- Raymond James Financial: Diversified financial services firm with a substantial wealth management arm providing investment, retirement, and estate planning through thousands of advisors.
- Edelman Financial Engines: Large national wealth management platform providing financial planning, investment advisory, and retirement services—comparable offerings but at significantly greater scale.
- Charles Schwab Wealth Management: Major retail wealth platform offering investment advisory, retirement planning, and estate planning at scale—competes with independent advisors on price and digital tools.
Direct peers
- Carson Group: Independent wealth management firm offering financial planning, investment, and retirement solutions to individuals and families—similar boutique-to-mid-market positioning.
- Moneta Group: Independent, employee-owned RIA delivering comprehensive financial planning, investment management, and estate planning to individuals and families—similar service architecture.
- Mariner Wealth Advisors: Independent wealth advisory firm providing integrated financial planning, investment management, and estate services to high-net-worth individuals—comparable full-service model.
- Creative Planning: Large independent RIA offering comprehensive financial planning including investment, retirement, and estate planning—directly comparable in service mix and target clientele.
Emerging players
- Facet Wealth: Digital-first financial planning firm providing investment, retirement, and tax planning advice at a flat fee—competes for the same retail/mass-affluent segment with a tech-led model.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat2 records
Key risks5 records
Key highlights4 records
Customer concentration
Global Wealth Management social profiles
Digital presenceGlobal Wealth Management financial estimates
Financial estimateRevenue estimate
Valuation estimate
Global Wealth Management leadership team
Management profileNumber of profiles
Profiles1 record
Global Wealth Management funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Global Wealth Management M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Global Wealth Management
What does Global Wealth Management do?
Global Wealth Management is a financial advisory firm that provides cash flow planning, insurance planning, investment planning, retirement planning, and estate planning services to individuals. The firm delivers personalized wealth management strategies aimed at helping clients organize, grow, protect, and transfer their financial assets over time.
When was Global Wealth Management founded?
Global Wealth Management was founded in 1981. It employs 1 to 10 people.
Where is Global Wealth Management based?
Global Wealth Management is headquartered in Kingston, United States, in the North America region.
Who are Global Wealth Management's main competitors?
Broad incumbents on record are Focus Financial Partners, Northwestern Mutual, Raymond James Financial, Edelman Financial Engines and Charles Schwab Wealth Management. Direct peers are Carson Group, Moneta Group, Mariner Wealth Advisors and Creative Planning. Facet Wealth is listed as an emerging player.
Does Global Wealth Management have an API?
No public API is recorded for Global Wealth Management.
What industry is Global Wealth Management in?
Global Wealth Management's product category is Wealth Management. Its primary akta.pro industry code is FSAAABAD, Advisory Portfolio Management (Non-Discretionary), with a secondary code of FSAAAAAJ, Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail). Its NAICS code is 523940 and its SIC code is 6282.