Global Wealth Strategies LLC

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Assets, Funds, Holdings

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Global Wealth Strategies LLC
CRD #127059
SEC #801-62751
CIK #
AUM $143.0 MM (2024-03-27)
Employees 1 (100% Investors, 0% Brokers)
Phone650-346-2630
Address635 Bryant Street
Palo Alto, CA 94301
Source [IAPD] [Website]
Total AUM ($MM)
16012896643202004201120182025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 10 5.0
(b) Individuals (high net worth individuals) 25 138.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 35 143.0
By Discretionary
Discretionary 35 143.0
Non-Discretionary 0 0.0
Total 35 143.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 143.0
Total 35 143.0
Comparable Firms State AUM ($BB)
Frank Financial Services
CA 0.1
Renaud & Company LLC
MO 0.1
Olson Investment Advisors LLC
WA 0.1
AXOS Invest Inc
NV 0.1
North Forty Two & Co
OR 0.1
Kinetic Wealth Investment Advisors LLC
OH 0.1
The Worley Banks Group LLC
MO 0.1
Heritage Wealth Partners LLC
OH 0.1
Great River Financial LLC
MN 0.1
Boardwalk Financial Strategies LLC
WI 0.1
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