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Global Wealth Strategies LLC
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CRD # | 127059 |
SEC # | 801-62751 |
CIK # | |
AUM | $143.0 MM (2024-03-27) |
Employees | 1 (100% Investors, 0% Brokers) |
Phone | 650-346-2630 |
Address | 635 Bryant Street Palo Alto, CA 94301 |
Source | [IAPD] [Website] |
Total AUM ($MM) |
---|
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 |