Joshua Dean Wright

Employer firm

Global View Capital Management LLC CRD 158292

$775M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• SUB-ADVISER TO OTHER ADVISERS & ADVICE TO PARTICIPANTS OF 401(K), 403B, 457 AND SIMPLE RETIREMENT PLANS

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2014 → Present
  Global View Capital Management, Llc
  Waukesha, WI
• 12/2014 → 09/2017
  Security National Mortgage Company
  Midway, UT
• 12/2013 → Present
  Global View Capital Insurance Services, Llc
  Waukesha, WI
• 04/2016 → 03/2022
  Ipro Realty Network As Of Feb 2018 (F/K/A Home Smart Advantage)
  Orem, UT
• 05/2013 → Present
  Global View Capital Advisors, Llc
  Waukesha, WI
• 03/2022 → Present
  Fathom Realty
  Midway, UT
• 05/2023 → Present
  Landmarks West
  Kamas, UT

Previous Registrations

• 2010-11-22 → 2013-12-31
  The Strategic Financial Alliance, Inc.
  Pleasant Grove, UT
• 2008-08-19 → 2010-11-16
  Investment Advisors International, Inc.
  Lehi, UT
  Draper, UT

Other Businesses

[1] GLOBAL VIEW CAPITAL ADVISORS, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL MANAGEMENT, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: MARKETING FIRM FOR INSURANCE AND ADVISORY SERVICES; POSITION: INDEPENDENT CONTRACTOR; AFFILIATION DATE: 05-08-2013; APPROX. 80 ADVISORY HRS/MONTH; APPROX. 60 ADVISORY HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF GVCM ADVISORY SERVICES AND GVCI INSURANCE SERVICES. GVCI HOURS LISTED SEPARATELY IF APPLICABLE. [2] GLOBAL VIEW CAPITAL INSURANCE SERVICES, LLC, AN AFFILIATE OF GLOBAL VIEW CAPITAL ADVISORS, LLC; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: N14W23833 STONE RIDGE DRIVE, SUITE 350, WAUKESHA, WI 53188; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: DECEMBER 2013; APPROX. 20 HRS/MONTH; APPROX. 15 HRS/MONTH DURING TRADING HOURS; RESPONSIBILITIES: MARKETING, EDUCATION AND SALES OF FIXED INSURANCE PRODUCTS FOR MULTIPLE PROVIDER COMPANIES TO PROSPECTIVE CLIENTS AND EXISTING CLIENTS WITH FOCUS ON SALE OF LIFE, LONG TERM CARE AND DISABILITY INSURANCE PRODUCTS. [3] FATHOM REALTY; NOT INVESTMENT RELATED; ADDRESS: 695 E. MAIN STREET, MIDWAY, UT 84049; NATURE: REAL ESTATE; POSITION: REALTOR; STARTED: 03/11/2022; APPROX. 15 HRS/MONTH DURING TRADING HOURS; APPROX. 10 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: REALTOR TRANSACTIONS - BUY, LIST AND SELL HOUSES. [4] LANDMARKS WEST; NOT INVESTMENT RELATED; ADDRESS: 60 W 200 S, KAMAS, UT 84036; NATURE: REAL ESTATE; POSITION: PROJECT MANAGER; STARTED: 05.01.2023; APPROX. 6 HRS/MO DURING TRADING HOURS; APPROX. 2 HRS/MO OUTSIDE TRADING HOURS; RESPONSIBILITIES: MANAGE PROJECTS FROM START TO COMPLETION. [5] EXPERIOR FINANCIAL GROUP, INC.; YES-INVESTMENT RELATED; HEADQUARTERS ADDRESS: 300 AIRBORNE PARKWAY, SUITE 208, CHEEKTOWAGO, NY 14225; NATURE: INSURANCE; POSITION: INSURANCE AGENT; STARTED: 03.08.2023; APPROX. _8 HRS/MONTH DURING TRADING HOURS; APPROX. 2 HRS/MONTH OUTSIDE TRADING HOURS; RESPONSIBILITIES: MARKET, EDUCATE AND SELL LIFE PRODUCTS INCLUDING FIXED AND INDEXED ANNUITIES FOR MULTIPLE PROVIDER COMPANIES AND SERVICE INSURANCE CLIENTS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2008-07-16
• S63 Uniform Securities Agent State Law Examination
  2004-08-24

Other Names

• Joshua D. Wright
• Joshua Wright