Global Wealth Partners, Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 150481
· Scottsdale, AZ
· WWW.THEWEALTHPARTNERS.COM
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ADV data as of Mar 17, 2024
- Regulatory AUM
- $150K
- Discretionary
- $150K
- Clients
- 2
- Avg AUM / client
- $75.0K
- Accounts
- 2
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 2 | $150K | 100.0% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Amrish C Mathur | Registered representative | Apr 2022 (4y) | ||
| Ramneek Chand Mathur | Registered representative | Apr 2022 (4y) |
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.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2024 | 1.02 MB | 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
- • Performance-based fees
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Interactive Brokers $150K (100% of AUM) Mar 2024
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have 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: Mar 17, 2024.
View current Form ADV (SEC/IAPD) ↗