Joshua Dean Wright
Investment adviser representative at Global View Capital Management LLC
13 yearsExperience
1 stateRegistered in
$775.2MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Landmarks WestMay 2023 to now
- Fathom RealtyMar 2022 to now
- Global View Capital Management, LLCJan 2014 to now
- Global View Capital Insurance Services, LLCDec 2013 to now
- Global View Capital Advisors, LLCMay 2013 to now
- Ipro Realty Network As of Feb 2018 (f/k/a Home Smart Advantage)Apr 2016 to Mar 2022
- Security National Mortgage CompanyDec 2014 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
- Series 65 · Uniform Investment Adviser Law2008
State registrations
Registered as an investment adviser representative in 1 state (UT).
Global View Capital Management LLC
$775.2MAssets managed
3,819Clients
101Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4826237
- Firm CRD
- 158292