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Ivan Minkov

Investment adviser representative at Global Wealth Management Investment Advisory, Inc.
12 yearsExperience
1 stateRegistered in
$722.8MFirm assets
9 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
  • Seminars and workshops

Experience

12 years in the industry.

  1. Global Wealth Retirement Planning, LLCJan 2025 to now
  2. Global Wealth Management Investment Advisory, Inc.Sep 2023 to now
  3. Nuform Media LLCApr 2021 to now
  4. Hc2 Broadcasting Holdings, Inc.Jan 2018 to Apr 2021
  5. Hrg Group, Inc.Mar 2014 to Jan 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2026

State registrations

Registered as an investment adviser representative in 1 state (FL).

Global Wealth Management Investment Advisory, Inc.

$722.8MAssets managed
1,667Clients
16Advisers
9 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
7807451
Firm CRD
286005
Advisor's SEC record (opens in a new tab)
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