Amrish C. Mathur

GLOBAL WEALTH PARTNERS

Scottsdale, AZ 85255

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CRD#: 5680995

Professional summary

Amrish C Mathur is a registered financial advisor currently at GLOBAL WEALTH PARTNERS, LLC located in Scottsdale, Arizona.

Amrish is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2010. Amrish has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

AMRISH MATHUR IS A CONSULTANT OF HEALTHCARE STRATEGIC SOLUTIONS AND ACM CONSULTING LLC. HEALTHCARE STRATEGIC SOLUTIONS IS A CONSULTING COMPANY FOUNDED BY AMRISH MATHUR ENGAGED IN PROVIDING MEDICARE AND MEDICAID REIMBURSEMENT RELATED CONSULTING SERVICES TO PRIMARILY HOSPITAL CLIENTS. THE ACTIVITIES OF THIS ENTITY ARE CONSOLIDATED WITH ACM CONSULTING LLC. AMRISH MATHUR EXPECTS TO SPEND 20% to 40% OF HIS TIME WITH HEALTHCARE STRATEGIC SOLUTIONS ACTIVITIES. GLOBAL WEALTH PARTNERS, LLC ALWAYS ACTS IN THE BEST INTEREST OF THE CLIENT. Healthcare Strategic Solutions - Healthcare Consulting Work

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amrish C Mathur's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

April 6, 2022 - Present

GLOBAL WEALTH PARTNERS, LLC

Office #1: 23623 N Scottsdale Road Suite D3-251, Scottsdale, AZ 85255

RIA

CRD#: 150481

Scottsdale, AZ

Past

April 6, 2022 - December 31, 2023

GLOBAL WEALTH PARTNERS, LLC

RIA

CRD#: 150481

SCOTTSDALE, AZ

Past

March 30, 2010 - December 31, 2021

GLOBAL WEALTH PARTNERS, LLC

RIA

CRD#: 150481

SCOTTSDALE, AZ

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Arizona
(4/6/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 7/23/2009

Uniform Investment Adviser Law Examination

Current Firm

GLOBAL WEALTH PARTNERS, LLC

GLOBAL INVESTMENT ADVISORS, LLC | NAME1011 | GLOBAL WEALTH PARTNERS, LLC

CRD#: 150481 / SEC#:

Arizona

Registered Investment Advisory firm - (4/6/2022 Approved)

California

Registered Investment Advisory firm - (10/1/2019 Terminated)

Illinois

Registered Investment Advisory firm - (10/6/2020 Terminated)

Louisiana

Registered Investment Advisory firm - (12/31/2021 Failure to Renew)

Nevada

Registered Investment Advisory firm - (12/31/2021 Failure to Renew)

New Jersey

Registered Investment Advisory firm - (12/31/2021 Failure to Renew)

Texas

Registered Investment Advisory firm - (12/31/2021 Failure to Renew)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

23623 N Scottsdale Road Suite D3-251, Scottsdale, AZ 85255

Mailing Address

Phone number

(602) 421-9320

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	2
AUM (Assets Under Management)	$ 150,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Amrish C. Mathur

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Amrish C Mathur's CRS (Customer Relationship Summary).

Certified licenses

Experience

GLOBAL WEALTH PARTNERS, LLC

GLOBAL WEALTH PARTNERS, LLC

GLOBAL WEALTH PARTNERS, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 7/23/2009

Current Firm

GLOBAL WEALTH PARTNERS, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

GLOBAL WEALTH PARTNERS, LLC

TRUST BUT VERIFY

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