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GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC

CRD 316072 · SEC 801-122556

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3200 CHERRY CREEK SOUTH DRIVE, SUITE 280, DENVER, CO, 80209, United States

Phone

720-420-4870

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$457.0M

Discretionary AUM

$457.0M

Team

10 total employees; 9 advisory reps

Clients

51-100

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-25

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersCONSULTING

Client types

TypeClientsAUM
Individuals805$273.4M
High net worth individuals116$179.7M
Business development companies4$3.9M

States served

AZ, CA, CO, GA, IL, KS, MA, MI, MN, MT, NE, NV, NM, NY, NC, OR, UT, TX, NH, FL, SD

All web addresses on file

Official SEC filing: View on IAPD