Global Wealth Financial is a family office - multi based in Miami, United States, founded in 2009. Verified contact details, AUM data, and investment preferences on FindLPs.
Global Wealth Financial is a multi-family office based in Miami, Florida. Established in 2009, the firm offers solutions to manifest liquidity through life insurance and premium financing strategies to overcome challenges that arise as part of the wealth and succession planning process of affluent families. The firm's assets are managed by the executive management team.
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.