← Back to searchVisit website
AWM GLOBAL ADVISORS
ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC
CRD 159094 · SEC 801-72824
750 B STREET, SUITE 2850, SAN DIEGO, CA, 92101, United States
Phone
619-225-7600
Fax
619-225-7700
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$59.2M
Discretionary AUM
$59.2M
Team
4 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 52 | $3.0M |
| High net worth individuals | 14 | $48.7M |
| Pension/profit sharing plans | 1 | $853K |
| Charitable organizations | 1 | $663K |
| Insurance companies | 1 | $950K |
| Corporations/business entities | 4 | $5.0M |
States served
CA, TX
All web addresses on file
Official SEC filing: View on IAPD