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| Global Wealth Strategies and Associates LLC
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|---|---|
| CRD # | 316072 |
| SEC # | 801-122556 |
| CIK # | 0001912297 |
| AUM | 457.0 M (2026-05-25) |
| Employees | 10 (90% Investors, 0% Brokers) |
| Phone | 720-420-4870 |
| Address | 3200 Cherry Creek South Drive Denver, CO 80209 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| iShares Comex Gold Trust | 9.5 | ||
| Amazon Com Inc | 7.9 | ||
| Visa Inc | 4.0 | ||
| Apple Inc | 3.2 | ||
| Sherwin Williams Co | 2.6 | ||
| J P Morgan Chase & Co | 2.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 805 | 273.4 |
| (b) Individuals (high net worth individuals) | 116 | 179.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 4 | 3.9 |
| (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 | 2,946 | 457.0 |
| By Discretionary | ||
| Discretionary | 2,946 | 457.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,946 | 457.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 457.0 | |
| Total | 2,946 | 457.0 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001912297] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cambridge Capital Management LLC
✚
|
IL | 457.8 M |
|
Pursuit Wealth Management LLC
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NC | 457.5 M |
|
Birch Run Investments LLC
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PA | 457.5 M |
|
Smith Financial Investment Advisors Inc
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Moseley Investment Management Inc
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FL | 456.8 M |
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Wealth Advisors of Tampa Bay LLC
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Lucas Group Financial Planners Inc
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CA | 456.5 M |
|
AGH Wealth Advisors LLC
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KS | 456.3 M |
|
Truenorth Wealth & Impact LLC
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|
MO | 456.2 M |
|
Florida Financial Advisors LLC
✚
|
FL | 456.1 M |