Am Global Wealth Management, LLC (West Palm Beach)

Name: Am Global Wealth Management, LLC
Address: 319 Clematis Street, West Palm Beach, FL, 33401
Telephone: 561-249-6826

Am Global Wealth Management, LLC is a large advisory firm based in West Palm Beach. It manages $102.48 million of regulatory assets for 52 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdiction of Florida.

Am Global Wealth Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Am Global Wealth Management: assets under management

The assets under management (AUM) of Am Global Wealth Management, LLC is $102.48 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $77.13 million in discretionary accounts and $25.35 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.51 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $25.35 million.

Am Global Wealth Management has custody of $75.1 million in cash and securities for 10 clients in total but doesn’t act as a qualified custodian.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Am Global Wealth Management, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Am Global Wealth Management, LLC

Am Global Wealth Management, LLC is owned by Gina Mehalko. Llc Am Global Holdings joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Andrew Patrick Mehalko	Managing member/chief compliance officer	1 Sep 2011	Other	1739679
Gina Mehalko	Owner	1 Sep 2011	Other	2601518
Llc Am Global Holdings	Owner	1 Feb 2013	75% - 100%	45-1581222
Stephen Edward Barimo	Founding partner	1 Feb 2013	Other	2689335

Indirect Owners

The SEC currently registers 2 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Andrew Patrick Mehalko	Member	1 May 2012	50% - 75%	1739679
Stephen Edward Barimo	Member	1 Jan 2013	25% - 50%	2689335

Based in West Palm Beach

The principal office where Am Global Wealth Management, LLC performs its advisory services is located at 319 Clematis Street, West Palm Beach, FL 33401, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 561-249-6826 or by fax 561-249-6990. The normal business hours are 8:30am- 5:00pm on Monday - Friday. You can find more information about the New York firm at www.amglobalwealth.com.