SourcingSourcing

GLOBAL WEALTH MANAGEMENT, LLC

A75
CRD 153677·SEC 801-71368·KINGSTON, NJ
AUM
$245.7M
$100M-$500M
Est. Revenue
$2.5M
@ 1% on AUM
Est. EBITDA
$737K
@ 30% margin
Est. Deal Value
$5.9M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
GLOBAL WEALTH MANAGEMENT, LLC
CRD
153677
SEC file #
801-71368
EIN
272260414
DBA names
—

Economics

AUM
$245.7M
AUM band
$100M-$500M
AUM trajectory
'20'26
$538.3M → $245.7M▼ -54%
Client mix
Individuals High Net Worth31
Individuals Other30
Pension Profit Sharing Plans5
Charitable Organizations4
Other Investment Advisers3

Operations

Employees (total)
3
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'20'26
6 advisors → 3 advisors▼ -50%
Primary office
KINGSTON NJ
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consulting
Fee basis
% of AUM

Filings

Latest ADV filing
02/27/2026
ADV-W filed at
—
Website
globalwealthllc.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
MARTIN TUCHMAN REVOCABLE TRUST
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
4
Control Persons
MARTIN TUCHMAN REVOCABLE TRUST
KOLLURI, RAM, [NMN]
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
GLOBALWEALTHLLC.COM
Rdap Domain Creation Date
2015-03-06T21:07:23Z
Rdap Firm Age Years
11
Rdap Firm Age Band
10-20y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Cik
0002039738
Edgar Registered
Yes
Edgar Filing Count
9
Edgar First Filing Date
2024-10-24
Edgar Last Filing Date
2026-04-16
Edgar 13f Count
7
Edgar 13f Latest AUM Estimate
Filing Date2026-04-16
Accession0002039738-26-000002

Compliance & brand

Firm Registration Status
active

All other collected signals (16)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Interactive Brokers2
Edgar Addresses
Mailing
PO BOX 522KINGSTON, NJ 08528
Business
4420 ROUTE 27, SUITE BKINGSTON, NJ 08528
Edgar EIN
272260414
Edgar Recent Filings
13F-HR2026-04-16 · 0002039738-26-000002
13F-HR2026-01-26 · 0002039738-26-000001
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-03-06T21:07:23Z
Rdap Domain Last Changed
2026-03-07T19:01:38Z
Rdap Nameservers
Ns39.domaincontrol.comNs40.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No

People (4)

4
RAM KOLLURI
Direct Owner · 17.5%
707814
PANDEY, SRIPAT
IAR · Direct Owner · 7.5%
4250947
GRAHAM, EDWARD, A
IAR · Executive Officer · 2.5%
2473720
Ronica Sethi
IAR
7380657