Global Wealth Allocation Limited (London)

Name: Global Wealth Allocation Limited
Address: Level 1, London, W1 J 7 Uh
Telephone: +44 207 917 9979

Global Wealth Allocation Limited is an adviser based in London. It manages $1.25 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2014.

Global Wealth Allocation Limited provides portfolio management for pooled investment vehicles and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Global Wealth Allocation Limited: assets under management

The assets under management (AUM) of Global Wealth Allocation Limited is $1.25 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -100% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $1.25 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $1.25 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Global Wealth Allocation Limited for their services and products based on a percentage of assets under management. 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 Global Wealth Allocation Limited

Gwa Holdings Llc joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
David R Morris	Chief executive officer	1 Jan 1998	25% - 50%	4391976
Llc Wall Street Access Asset Management	Majority owner	1 Oct 2005	50% - 75%	126021
Barry Maurice Gillman	Chief compliance officer	1 Oct 2012	Other	704819
Arthur Leroy Goetchius	Chief compliance officer	1 Dec 2014	Other	1374251
Vikram John Kuriyan	Executive chairman	1 Dec 2015	Other	6632417
Vikram Kuriyan	Executive chairman	1 Dec 2015	Other	6632417
Gwa Holdings Llc	Owner	1 Mar 2016	75% - 100%	61-1786215

Indirect Owners

The SEC currently registers 1 indirect owner.

Name	Entity	Date acquired	Ownership	Employer ID
Wall Street Access	Owner	1 Jan 2001	75% - 100%	10012

Based in London

The principal office where Global Wealth Allocation Limited performs its advisory services is located at Level 1, London, W1 J 7 Uh, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number +44 207 917 9979. The normal business hours are 9am-5pm on Monday - Friday. You can find more information about the New York firm at wallstreetaccess.com/.