Global Wealth Strategies And Associates, LLC
Global Wealth Strategies And Associates, LLC is an SEC-registered mass-market adviser in Denver, CO with $457.0M assets under management (AUM, regulatory AUM), +24% over one year. See who owns Global Wealth Strategies And Associates, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 316072, SEC 801-122556, data through 2026-05-25.
- AUM (assets under management / regulatory AUM)
- $457.0M (2026-05-25)
- Firm type
- Mass-Market Adviser
- Location
- Denver, CO
- Employees
- 10
- Clients
- 921
- CRD
- 316072
- Ownership
- WAY, ADAM, L; WAY HOLDINGS, LLC; ERPESTAD, SARA, MARIE; SCOULAR, BRADLEY, ROBERT; JACOBS, ERIC, MARTIN
How much AUM does Global Wealth Strategies And Associates, LLC have?
Global Wealth Strategies And Associates, LLC reported $457.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-25).
Who owns Global Wealth Strategies And Associates, LLC?
Disclosed owners and executives of Global Wealth Strategies And Associates, LLC include WAY, ADAM, L, WAY HOLDINGS, LLC, ERPESTAD, SARA, MARIE, SCOULAR, BRADLEY, ROBERT, JACOBS, ERIC, MARTIN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.