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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

GLOBAL TRUST

GLOBAL TRUST ASSET MANAGEMENT, LLC, CRD 143120

PALM BEACH GARDENS, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f6b333cc-2b49-c0d5-3d7f-296f97db2005

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 22
Dated events: 2
On other graphs: 0
Observed: Feb 3, 2012 to Jul 15, 2026
36 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.84 fund_share=0.0 institutional_share=0.1 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $450MItem 5.F on the latest filing (2026-07-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $407M
Private client RAUM: $378MderivedItem 5.D individuals plus high net worth individuals
Private client share: 84%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 8
RAUM per advisor: $56.3Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 12
Advisory employees: 7
Offices: 2Schedule D 1.F, beyond the principal office
Accounts: 799
Individual clients: 114
High net worth clients: 111
Custody, client assets: $3.7M
SEC number: 801-68778
CRD: 143120
Filings on the tape: 36
First filed: Feb 3, 2012
Latest filed: Jul 15, 2026
Organised: Limited Liability Company, FL
Website: gbltrust.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
BRIAN JOSEPH BRESCIA	Certified Financial Planner	PALM BEACH GARDENS, FL	19	21	n/a	no
JAY LAWRENCE MARMER	Chartered Financial Consultant	PALM BEACH GARDENS, FL \| WEST PALM BEACH, FL	9	41	1	no
STEVEN E. MARCUS	n/a	WEST PALM BEACH, FL \| PALM BEACH GARDENS, FL	9	26	1	no
FRANK MARSH ASHLEY,III	Personal Financial Specialist	Riviera Beach, FL \| PALM BEACH GARDENS, FL	8	19	2	no
PATRICIA JILL ASHLEY	n/a	Riviera Beach, FL \| PALM BEACH GARDENS, FL	8	31	1	no
TIMOTHY HENRY SCHMEDES	Certified Financial Planner	Palm Beach Gardens, FL \| PALM BEACH GARDENS, FL	1	13	2	no
Wei Pan	n/a	PALM BEACH GARDENS, FL	0	14	n/a	no
NEIL MARC MATLINS	n/a	PALM BEACH GARDENS, FL \| Hollywood, FL	0	43	1	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
BRESCIA, BRIAN, JOSEPH	MANAGING PARTNER	C	yes	01/2007	Feb 3, 2012	Jan 30, 2024
HOLT, EDWARD, THOMAS	CHIEF EXECUTIVE OFFICER	D	yes	12/2009	Feb 3, 2012	Jan 30, 2024
RAI, RADHA	CHIEF COMPLIANCE OFFICER	Na	yes	01/2023	Jan 27, 2023	Jan 30, 2024
VARGA, ALEXIA, GEORGIA	Member	A	no	08/2012	Aug 23, 2012	Jan 30, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 15 of 16

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Jan 28, 2026	$385M	$348M	12	7	2	n/a	n/a
2024	Apr 21, 2025	$440M	$413M	9	5	1	n/a	n/a
2023	Jan 30, 2024	$403M	$375M	11	8	0	n/a	n/a
2022	Jan 27, 2023	$379M	$348M	11	8	0	n/a	n/a
2021	Mar 23, 2022	$420M	$408M	10	8	2	n/a	n/a
2020	Mar 8, 2021	$340M	$325M	10	8	2	n/a	n/a
2019	Mar 24, 2020	$333M	$319M	10	8	2	n/a	n/a
2018	Mar 29, 2019	$258M	$242M	12	10	2	n/a	n/a
2017	Mar 1, 2018	$284M	$270M	11	9	2	n/a	n/a
2016	Feb 14, 2017	$199M	$188M	9	7	n/a	n/a	n/a
2015	Feb 2, 2016	$120M	$117M	8	7	n/a	n/a	n/a
2014	Feb 4, 2015	$121M	$119M	7	7	n/a	n/a	n/a
2013	Feb 18, 2014	$144M	$113M	6	6	n/a	n/a	n/a
2012	Feb 4, 2013	$119M	$119M	2	2	n/a	n/a	n/a
2011	Feb 3, 2012	$67.9M	$67.9M	n/a	n/a	n/a	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$450M	$440M	2.2%	$379M	6.0%	12	9	2	1

Teams out

two or more advisors whose registrations ended here and began at one firm together: a fact of two dates, not a prediction

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
GLOBAL TRUST WEALTH MANAGEMENT LLC	2	Dec 31, 2024	Mar 11, 2026	WEST PALM BEACH, FL	Channel change	RIA to new firm	25.0%

Teams in

teams that arrived here from one firm together

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
ASHLEY FINANCIAL SERVICES, PA	2	Dec 31, 2017	Nov 2, 2017	FT PIERCE, FL	Team lift out	Other	100.0%
FINANCIAL SECURITY SERVICES, LLC	2	Dec 31, 2016	Apr 5, 2017	WEST PALM BEACH, FL	Team lift out	Other	100.0%

Relationships

Affiliated with (1)

← GLOBAL TRUST WEALTH MANAGEMENT LLCRegistered adviserother investment adviser
factForm ADV

Registered with (14)

← NEIL MARC MATLINSAdvisorregistration: current employment
Jan 1, 2026 to presentfactForm ADV
← Wei PanAdvisorregistration: current employment
Dec 9, 2025 to presentfactForm ADV
← TIMOTHY HENRY SCHMEDESAdvisorregistration: previous registration
Feb 21, 2013 to Mar 11, 2016factForm ADV
← FRANK MARSH ASHLEY,IIIAdvisorregistration: current employment
Nov 2, 2017 to presentfactForm ADV
← PATRICIA JILL ASHLEYAdvisorregistration: current employment
Nov 2, 2017 to presentfactForm ADV
← JAY LAWRENCE MARMERAdvisorregistration: current employment
Apr 5, 2017 to presentfactForm ADV
← STEVEN E. MARCUSAdvisorregistration: current employment
Apr 5, 2017 to presentfactForm ADV
← BRIAN JOSEPH BRESCIAAdvisorregistration: current employment
Mar 16, 2007 to presentfactForm ADV
← EDWARD THOMAS HOLTAdvisorregistration: previous registration
Mar 16, 2007 to Dec 31, 2024factForm ADV
← ALEXIA MCCLUSKEYAdvisorregistration: previous registration
Feb 24, 2014 to Dec 31, 2024factForm ADV
← RYAN MICHAEL SHOREAdvisorregistration: previous registration
Mar 26, 2013 to Dec 31, 2024factForm ADV
← JOSEPH HAROLD LITTKYAdvisorregistration: previous registration
Sep 15, 2016 to Nov 1, 2019factForm ADV
← PAUL J ABBOTTAdvisorregistration: previous registration
Mar 12, 2018 to Sep 16, 2019factForm ADV
← ANDREW LAWRENCE KLEINMANAdvisorregistration: previous registration
Aug 19, 2013 to Jun 27, 2016factForm ADV

Moved with (2)

→ GLOBAL TRUST WEALTH MANAGEMENT LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2024 to Mar 11, 2026factForm ADV
← FINANCIAL SECURITY SERVICES, LLCRegistered adviser2 advisors, team lift out, same day
Dec 31, 2016 to Apr 5, 2017factForm ADV

Controls (3)

← HOLT, EDWARD, THOMASOwnerCHIEF EXECUTIVE OFFICER, ownership code D, individual
Feb 3, 2012 to Jan 30, 2024factForm ADV
← BRESCIA, BRIAN, JOSEPHOwnerMANAGING PARTNER, ownership code C, individual
Feb 3, 2012 to Jan 30, 2024factForm ADV
← RAI, RADHAOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jan 27, 2023 to Jan 30, 2024factForm ADV

Owns (1)

← VARGA, ALEXIA, GEORGIAOwnerMEMBER, ownership code A, individual
Aug 23, 2012 to Jan 30, 2024factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor changed firm
Alexia Mccluskey left Global Trust for Castle Island Wealth (registered 2025-05-15)
Form ADVobserved 4 days ago
Occurred
Jan 27, 2023
Control person joined
Radha Rai (Chief Compliance Officer) appeared on Schedule A of Global Trust
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f6b333cc-2b49-c0d5-3d7f-296f97db2005
First observed: Feb 3, 2012
Last observed: Jul 15, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

GLOBAL TRUST

GLOBAL TRUST ASSET MANAGEMENT, LLC, CRD 143120

PALM BEACH GARDENS, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f6b333cc-2b49-c0d5-3d7f-296f97db2005

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:33 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

BRIAN JOSEPH BRESCIA

Certified Financial Planner

PALM BEACH GARDENS, FL

n/a

JAY LAWRENCE MARMER

Chartered Financial Consultant

PALM BEACH GARDENS, FL | WEST PALM BEACH, FL

STEVEN E. MARCUS

n/a

WEST PALM BEACH, FL | PALM BEACH GARDENS, FL

FRANK MARSH ASHLEY,III

Personal Financial Specialist

Riviera Beach, FL | PALM BEACH GARDENS, FL

PATRICIA JILL ASHLEY

n/a

Riviera Beach, FL | PALM BEACH GARDENS, FL

TIMOTHY HENRY SCHMEDES

Certified Financial Planner

Palm Beach Gardens, FL | PALM BEACH GARDENS, FL

Wei Pan

n/a

PALM BEACH GARDENS, FL

n/a

NEIL MARC MATLINS

n/a

PALM BEACH GARDENS, FL | Hollywood, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

BRESCIA, BRIAN, JOSEPH

MANAGING PARTNER

yes

01/2007

Feb 3, 2012

Jan 30, 2024

HOLT, EDWARD, THOMAS

CHIEF EXECUTIVE OFFICER

yes

12/2009

Feb 3, 2012

Jan 30, 2024

RAI, RADHA

CHIEF COMPLIANCE OFFICER

yes

01/2023

Jan 27, 2023

Jan 30, 2024

VARGA, ALEXIA, GEORGIA

Member

08/2012

Aug 23, 2012

Jan 30, 2024

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Jan 28, 2026

$385M

$348M

n/a

2024

Apr 21, 2025

$440M

$413M

n/a

2023

Jan 30, 2024

$403M

$375M

n/a

2022

Jan 27, 2023

$379M

$348M

n/a

2021

Mar 23, 2022

$420M

$408M

n/a

2020

Mar 8, 2021

$340M

$325M

n/a

2019

Mar 24, 2020

$333M

$319M

n/a

2018

Mar 29, 2019

$258M

$242M

n/a

2017

Mar 1, 2018

$284M

$270M

n/a

2016

Feb 14, 2017

$199M

$188M

n/a

2015

Feb 2, 2016

$120M

$117M

n/a

2014

Feb 4, 2015

$121M

$119M

n/a

2013

Feb 18, 2014

$144M

$113M

n/a

2012

Feb 4, 2013

$119M

n/a

2011

Feb 3, 2012

$67.9M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$450M

$440M

2.2%

$379M

6.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

GLOBAL TRUST WEALTH MANAGEMENT LLC

Dec 31, 2024

Mar 11, 2026

WEST PALM BEACH, FL

Channel change

RIA to new firm

25.0%

Other firm

Advisors

First left

Last joined

From

Kind

Move type

Share of firm

ASHLEY FINANCIAL SERVICES, PA

Dec 31, 2017

Nov 2, 2017

FT PIERCE, FL

Team lift out

Other

100.0%

FINANCIAL SECURITY SERVICES, LLC

Dec 31, 2016

Apr 5, 2017

WEST PALM BEACH, FL

Team lift out

Other

100.0%