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| Keyboard |
| Alsari Wealth Management Global Advisors LLC
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|---|---|
| CRD # | 159094 |
| SEC # | 801-72824 |
| CIK # | 0001673845 |
| AUM | 59.2 M (2026-03-31) |
| Employees | 4 (75% Investors, 0% Brokers) |
| Phone | 619-225-7600 |
| Address | 750 B Street San Diego, CA 92101 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 52 | 3.0 |
| (b) Individuals (high net worth individuals) | 14 | 48.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 1 | 0.9 |
| (h) Charitable organizations | 1 | 0.7 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 0.9 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 5.0 |
| (n) Other | 0 | 0.0 |
| Total | 119 | 59.2 |
| By Discretionary | ||
| Discretionary | 119 | 59.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 119 | 59.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 59.1 | |
| Total | 119 | 59.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Leslie Marie Giordano
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|
NY | 62.6 M |
|
NorthStar Financial Advisors LLC
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|
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|
Truehaven Capital LLC
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|
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|
Philadelphia Partners Capital Management LLC
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PA | 61.2 M |
|
CWM Partners LLC
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|
Helianth Investment Management LLC
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|
Mutual Trust Asset Mgmt Inc
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FL | 58.4 M |
|
Cypress Capital Group Inc
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|
FL | 57.5 M |
|
NGC Financial LLC
✚
|
NY | 57.1 M |
|
Paulo Financial Advisors LLC
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|
57.0 M |