Global Wealth Strategies and Associates, LLC

Overview

Global Wealth Strategies and Associates, LLC is an independent limited liability RIA that registered with the SEC in 2021. The firm serves both individual and family clients as well as institutional investors and describes itself as a capital allocator that sources third‑party managers. Ownership is reported across domestic and foreign entities and individuals. Fee arrangements include a percentage of AUM as well as hourly and fixed‑fee engagements. Advisory capabilities include financial planning, portfolio management for individuals and small businesses, pension consulting services, and the selection of other advisers. The firm reports it is not an active ESG investor and maintains relationships with accounting and insurance industry partners.

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Public Holdings

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Location & Offices