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| Keyboard |
| Global Wealth Strategies LLC
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|---|---|
| CRD # | 127059 |
| SEC # | 801-62751 |
| CIK # | |
| AUM | 147.0 M (2026-04-06) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 650-346-2630 |
| Address | 635 Bryant Street Palo Alto, CA 94301 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 5.0 |
| (b) Individuals (high net worth individuals) | 25 | 142.0 |
| (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 | 147.0 |
| By Discretionary | ||
| Discretionary | 35 | 147.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 35 | 147.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 147.0 | |
| Total | 35 | 147.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
EDMP Inc
✚
|
FL | 147.4 M |
|
Fit Asset Management LLC
✚
|
CO | 147.4 M |
|
Outlook Capital Management LLC
✚
|
IL | 147.4 M |
|
Burgess Investment Group LLC
✚
|
SC | 147.1 M |
|
Wealthpoint Financial LLC
✚
|
NC | 147.1 M |
|
Spark Financial Advisors LLC
✚
|
VA | 147.1 M |
|
Elite Life Management LLC
✚
|
PA | 147.0 M |
|
J Mark Nickell & Co
✚
|
TN | 146.4 M |
|
The Wealth Advantage Group Inc
✚
|
OH | 146.4 M |
|
Bird Rock Asset Management LP
✚
|
TX | 146.3 M |