|
⚲
|
| Global Wealth Strategies LLC
✚
| |
|---|---|
| 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 |