GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC

Overview

Global Wealth Strategies And Associates, LLC is an independent, SEC-registered investment adviser organized as an LLC and registered with the SEC in 2021. The firm describes itself as a capital allocator serving both individual and family clients as well as institutional accounts. Its fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Core advisory services emphasize financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers. The firm does not identify as an active ESG investor. Ownership appears to involve a mix of entity and individual stakeholders, and it lists industry ties to accounting and insurance firms.

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Location & Offices