Fort Lauderdale, Florida, United States, February 2025 – Global Wealth Management (GWM), a leading retirement planning and investment advisory firm, proudly announces that it has exceeded $1 billion in Assets Under Advisement (AUA) – a significant milestone that reflects its sustained growth and commitment to delivering a streamlined, client-first approach to retirement planning.
As part of this momentum, GWM is also pleased to announce the promotion of Ivan Minkov from Chief Financial Officer (CFO) to Chief Executive Officer (CEO). In this new role, Ivan will lead GWM’s strategic initiatives, drive operational excellence, and continue fostering a results-driven culture that prioritizes both client success and firm-wide innovation.
“Exceeding $1 billion in AUA is a tremendous accomplishment that reflects the trust our clients place in us and the dedication of our team,” said Grant Conness, Co-Founder of Global Wealth Management. “Ivan has played a key role in our firm’s evolution, and his leadership will be instrumental in driving the next phase of growth.”
“Crossing the $1 billion mark in AUA is a milestone that fuels our vision for the future – one where innovation, personal relationships, and a simplified approach to retirement planning continue to drive our success,” added Andrew Costa, Co-Founder of Global Wealth Management. “Ivan has a deep understanding of our business, our culture, and our future goals, and we couldn’t be more excited to have him leading the firm as CEO.”
Under Ivan Minkov’s leadership, GWM continues to focus on enhancing client services, expanding its advisor network, and incorporating innovative solutions aimed at improving efficiency and scalability. The firm remains committed to providing strategies designed to help clients navigate retirement with clarity and confidence.
About Global Wealth Management
GWM focuses on retirement, income, and estate planning strategies for individuals and families planning for or living in retirement. The firm has offices in Fort Lauderdale, Weston, and Coral Springs.
Advisory services are offered through Global Wealth Management Investment Advisory Inc. Insurance services are offered through Global Wealth Retirement Planning, LLC.
Assets Under Advisement (AUA) includes all client assets for which GWM provides strategic oversight, including Assets Under Management (AUM), brokerage accounts, insurance products, and alternative investments as part of a comprehensive financial planning approach.
Securities are offered only by duly registered individuals of Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services are offered only by duly registered individuals of Global Wealth Management Advisory (GWM), a registered investment advisor. Registration as an investment advisor does not imply any level of skill or training. GWM and MAS are not affiliated entities.
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