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Global Wealth Strategies and Associates, LLC

● SEC registered since 2021CRD 316072SEC# 801-122556Denver, CO
Export (members)
Reg. AUM
$369.6M
Employees
10
Accounts
2,623
Location
Denver, CO

Global Wealth Strategies and Associates, LLC assets under management

Global Wealth Strategies and Associates, LLC is an SEC-registered investment adviser based in Denver, CO. The firm has been registered since 2021. It reports $369.6 million in regulatory assets under management and employs 10 people.
www.gwsa.usView on SEC.gov ↗

Global Wealth Strategies and Associates, LLC owners & executives

7 reported
NameTitleOwnershipSince
Adam L Way ControlCeo, CcoUnder 5%2021
Bradley Robert ScoularMember5-10%2022
Clark Avenue Holdings, LLCManaging Member10-25%2022
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Frequently asked questions

How much does Global Wealth Strategies and Associates, LLC manage?

Global Wealth Strategies and Associates, LLC reports $369.6 million in regulatory assets under management on its Form ADV.

How many employees does Global Wealth Strategies and Associates, LLC have?

Global Wealth Strategies and Associates, LLC reports 10 employees.

Where is Global Wealth Strategies and Associates, LLC located?

Global Wealth Strategies and Associates, LLC is based in Denver, CO and has been SEC-registered since 2021.

Does Global Wealth Strategies and Associates, LLC disclose fund performance?

Global Wealth Strategies and Associates, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address3200 Cherry Creek South Drive, Suite 280, Denver, CO 80209
Phone720-420-4870
Office hours9a.m.-5p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$369.6M
Non-discretionary$0
Total (RAUM)$369.6M