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HOLBROOK GLOBAL STRATEGIES
GLOBAL WEALTH STRATEGIES LLC
CRD 127059 · SEC 801-62751
635 BRYANT STREET, PALO ALTO, CA, 94301, United States
Phone
650-346-2630
Fax
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Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$147.0M
Discretionary AUM
$147.0M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-04-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)SELECTION OF OTHER MANAGERS
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 10 | $5.0M |
| High net worth individuals | 25 | $142.0M |
States served
CA
All web addresses on file
Official SEC filing: View on IAPD