Global Trust Asset Management, Llc
SEC-registered
Wealth Manager · Small ($100M–$1B)
CRD 143120
· SEC file 801-68778
· Palm Beach Gardens, FL
· www.linkedin.com
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ADV data as of Jul 15, 2026
- Regulatory AUM
- $450M
- Discretionary
- $407M
- Clients
- 276
- Avg AUM / client
- $1.6M
- Accounts
- 799
- Employees
- 12
AUM over time
$79.2M
$450M
Dec 2011
Jul 2026
Annual snapshots from Form ADV filings · as of Jul 15, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 114 | $22.9M | 5.08% |
| High net worth individuals | 111 | $355M | 78.9% |
| Pension and profit sharing plans | 27 | $38.5M | 8.55% |
| State or municipal government entities | Fewer than 5 clients | $8.4M | 1.86% |
| Corporations and other businesses | 24 | $25.2M | 5.6% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Waterfront Employers Ila Pension Plan Board Of Trustees Waterfront Employers Ila Pension Plan | 2024 | |
| Alaska Teamster Employer Pension Trust Alaska Teamster Employer Pension Trust | 2024 | |
| Iron Workers' Local No. 25 Pension Fund Board Of Trustees, Iron Workers Local No. 25 | 2024 | |
| Westchester Heavy Construction Laborers Local 60 Annuity Fund Board Of Trustees Local 60 Annuity Fund | Hawthrone, NY | 2024 |
| Local 705 Int'l Brotherhood Of Teamsters Pension Tr. Fd. Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund | Chicago, IL | 2024 |
| Pension Plan Of The Plumbers And Steamfitters Local Union No. 33 Retirement Trust Plumbers And Steamfitters Local Union No. 33 Retirement Trust | 2024 | |
| Les Schwab Profit Sharing Retirement Plan Les Schwab Warehouse Center, Llc | 2024 | |
| Plumbers & Steamfitters Pension Fund Local Union 373 Board Of Trustees Local Union 373 U.A. Pension Fund | 2024 | |
| Teamsters Local 456 Annuity Fund Board Of Trustees Local 456 Annuity Fund | Elmsford, NY | 2024 |
| Westchester Teamsters Local 456 Pension Fund Board Of Trustees Local 456 Pension Fund | Elmsford, NY | 2024 |
| Operating Eng Cons Ind Misc. Pension Fund Bd Of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund | 2024 | |
| I.B.E.W. Local Union No 357 Pension Trust Fund, Plan A I.B.E.W. Board Of Trustees For Local 357 Pension Trust | Las Vegas, NV | 2024 |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brian Joseph Brescia | Managing Partner | CFP | Jan 2007 (20y) | 25% – 50% |
| Edward Thomas Holt | Chief Executive Officer | Personal Financial Specialist | Dec 2009 (17y) | 50% – 75% |
| Alexia Mccluskey | Member | Aug 2012 (14y) | 5% – 10% | |
| Rai, Radha | Chief Compliance Officer | Jan 2023 (4y) | Less than 5% | |
| Jay Lawrence Marmer | Registered representative | Chartered Financial Consultant | Apr 2017 (9y) | |
| Steven E. Marcus | Registered representative | Apr 2017 (9y) | ||
| Frank Marsh Ashley,Iii | Registered representative | Personal Financial Specialist | Nov 2017 (9y) | |
| Patricia Jill Ashley | Registered representative | Nov 2017 (9y) | ||
| Timothy Henry Schmedes | Registered representative | CFP | Jun 2025 (1y) | |
| Wei Pan | Registered representative | Dec 2025 (1y) | ||
| Neil Marc Matlins | Registered representative | Jan 2026 (1y) |
Undisclosed: 0% – 20% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (12)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Waterfront Employers Ila Pension Plan | Board Of Trustees Waterfront Employers Ila Pension Plan | 1,342 | $520M | 10/01/2024 |
| Alaska Teamster Employer Pension Trust | Alaska Teamster Employer Pension Trust | 4,058 | $534M | 07/01/2024 |
| Iron Workers' Local No. 25 Pension Fund | Board Of Trustees, Iron Workers Local No. 25 | 1,795 | $565M | 05/01/2024 |
| Westchester Heavy Construction Laborers Local 60 Annuity Fund | Board Of Trustees Local 60 Annuity Fund | 1,101 | $200M | 01/01/2024 |
| Local 705 Int'l Brotherhood Of Teamsters Pension Tr. Fd. | Bd Of Trustees Local 705 I.B. Of T. Pension Trust Fund | 5,166 | $1.9B | 01/01/2024 |
| Pension Plan Of The Plumbers And Steamfitters Local Union No. 33 Retirement Trust | Plumbers And Steamfitters Local Union No. 33 Retirement Trust | 1,304 | $331M | 01/01/2024 |
| Les Schwab Profit Sharing Retirement Plan | Les Schwab Warehouse Center, Llc | 6,051 | $865M | 01/01/2024 |
| Plumbers & Steamfitters Pension Fund Local Union 373 | Board Of Trustees Local Union 373 U.A. Pension Fund | 228 | $79.9M | 01/01/2024 |
| Teamsters Local 456 Annuity Fund | Board Of Trustees Local 456 Annuity Fund | 1,046 | $254M | 01/01/2024 |
| Westchester Teamsters Local 456 Pension Fund | Board Of Trustees Local 456 Pension Fund | 868 | $266M | 01/01/2024 |
| Operating Eng Cons Ind Misc. Pension Fund | Bd Of Tr Oper Eng Cons. Industry Miscellaneous Pension Fund | 3,934 | $846M | 01/01/2024 |
| I.B.E.W. Local Union No 357 Pension Trust Fund, Plan A | I.B.E.W. Board Of Trustees For Local 357 Pension Trust | 2,514 | $552M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 07/15/2026 | 1000 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- National Financial Services (Fidelity) $253M (56% of AUM) Jul 2026
- Charles Schwab & Co. $155M (34% of AUM) Jul 2026
- Pershing $43.3M (13% of AUM) Jul 2020
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 15, 2026.
View current Form ADV (SEC/IAPD) ↗