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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Global Wealth Strategies LLC
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|---|---|
| CRD # | 127059 |
| SEC # | 801-62751 |
| CIK # | |
| AUM | $160.0 M (2025-03-20) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 650-346-2630 |
| Address | 635 Bryant Street Palo Alto, CA 94301 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 10 | 5.0 |
| (b) Individuals (high net worth individuals) | 25 | 155.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 35 | 160.0 |
| By Discretionary | ||
| Discretionary | 35 | 160.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 35 | 160.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 160.0 | |
| Total | 35 | 160.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Durante & Waters LLC
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|
NY | 0.2 |
|
Paradigm Capital Management LLC
✚
|
NV | 0.2 |
|
Blueprint Wealth Management Inc
✚
|
MD | 0.2 |
|
Sippican Capital Advisors LLC
✚
|
MA | 0.2 |
|
North Forty Two & Co
✚
|
OR | 0.2 |
|
Godfrey Financial Associates Inc
✚
|
NY | 0.2 |
|
Harbor Asset Planning Inc
✚
|
0.2 | |
|
Hoffman Capital Advisors LLC
✚
|
PA | 0.2 |
|
MRD Inc
✚
|
0.2 | |
|
Lewis Capital Management LLC
✚
|
CA | 0.2 |