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Chief Compliance Officer · Global Wealth Management, L.C.

Anita Zuellig

CRD 8067297 · Named on Form ADV at one SEC-registered adviser

At a glance

Global Wealth Management, L.C., an SEC-registered wealth manager based in Deerfield Beach, FL with $184 million in regulatory assets, lists Anita Zuellig on its Form ADV as Chief Compliance Officer.

Firms and roles

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Anita’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Thomas U. HeierliFounder/deputy Ceo/managing Partner, Global Wealth Management, L.C.
  • Olaf HerrChief Executive Officer, Global Wealth Management, L.C.
  • Silvan O. NotzliCio/head Portfolio Management, Global Wealth Management, L.C.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Anita’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.