Wei Pan
Investment adviser representative at Global Trust
15 yearsExperience
1 stateRegistered in
$450.2MFirm assets
18 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
15 years in the industry.
- Global TrustNov 2025 to now
- Brescia Mccluskey, LLCMay 2024 to now
- Nowlen, Holt & Miner, P.A.Oct 2011 to Jul 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (FL).
Global Trust
Legal name: Global Trust Asset Management, LLC
$450.2MAssets managed
276Clients
8Advisers
18 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
- 8192474
- Firm CRD
- 143120