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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Global Wealth Strategies and Associates LLC
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|---|---|
| CRD # | 316072 |
| SEC # | 801-122556 |
| CIK # | 0001912297 |
| AUM | $369.6 M (2025-02-28) |
| Employees | 10 (80% Investors, 0% Brokers) |
| Phone | 720-420-4870 |
| Address | 3200 Cherry Creek South Drive Denver, CO 80209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 7.2 | ||
| Sherwin Williams Co | 2.6 | ||
| Apple Inc | 2.4 | ||
| Amazon Com Inc | 1.4 | ||
| Microsoft Corp | 1.4 | ||
| Nvidia Corp | 0.8 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 682 | 209.5 |
| (b) Individuals (high net worth individuals) | 104 | 150.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 4 | 9.3 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 2,623 | 369.6 |
| By Discretionary | ||
| Discretionary | 2,623 | 369.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,623 | 369.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 369.6 | |
| Total | 2,623 | 369.6 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001912297] |
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|---|---|---|
|
Nikulski Financial Inc
✚
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IA | 0.4 |
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Plan A Wealth LLC
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NE | 0.4 |
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Eastover Investment Advisors LLC
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NC | 0.4 |
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Spectrum Wealth Advisory Group LLC
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CA | 0.4 |
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O'Boyle Wealth Management Inc
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CA | 0.4 |
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L K Benson & Company PC
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MD | 0.4 |
|
Henry James International Management Inc
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NY | 0.4 |
|
ELEY Financial Management Inc
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VT | 0.4 |
|
Beacon Bridge Wealth Partners LLC
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PA | 0.4 |
|
Private Wealth Advisors LLC
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|
CA | 0.4 |