Overview
Assets Under Management: $370 million
Headquarters: DENVER, CO
High-Net-Worth Clients: 104
Average Client Assets: $1 million
Frequently Asked Questions
GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #316072), GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC is subject to fiduciary duty under federal law.
GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC is headquartered in DENVER, CO.
GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC serves 104 high-net-worth clients according to their SEC filing dated February 28, 2025. View client details ↓
According to their SEC Form ADV, GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC manages $370 million in client assets according to their SEC filing dated February 28, 2025.
According to their SEC Form ADV, GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 104
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 40.81
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 2,623
Discretionary Accounts: 2,623
Regulatory Filings
CRD Number: 316072
Last Filing Date: 2025-02-28 00:00:00
Website: https://globalwealthstrategies.io