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Alsari Wealth Management Global Advisors, LLC

● SEC registered since 2011CRD 159094SEC# 801-72824San Diego, CA
Export (members)
Reg. AUM
$59.2M
Employees
4
Accounts
119
Location
San Diego, CA

Alsari Wealth Management Global Advisors, LLC assets under management

Alsari Wealth Management Global Advisors, LLC operates as an SEC-registered investment adviser based in San Diego, CA. The firm has been registered since 2011. It reports $59.2 million in regulatory assets under management and employs 4 people.
twitter.com/awm_advisorsView on SEC.gov ↗

Alsari Wealth Management Global Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Ali Hussain Alsari ControlChief Executive OfficerOver 75%2011
Ali Hussain Alsari ControlChief Compliance Officer/CcoUnder 5%2025

Frequently asked questions

How much does Alsari Wealth Management Global Advisors, LLC manage?

Alsari Wealth Management Global Advisors, LLC reports $59.2 million in regulatory assets under management on its Form ADV.

How many employees does Alsari Wealth Management Global Advisors, LLC have?

Alsari Wealth Management Global Advisors, LLC reports 4 employees.

Where is Alsari Wealth Management Global Advisors, LLC located?

Alsari Wealth Management Global Advisors, LLC is based in San Diego, CA and has been SEC-registered since 2011.

Does Alsari Wealth Management Global Advisors, LLC disclose fund performance?

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

Contact & registration

Address750 B Street, Suite 2850, San Diego, CA 92101
Phone619-225-7600
Fax619-225-7700
Office hours6:30 a.m. - 4:00 p.m.
SEC regionLos Angeles Regional Office (LARO)
CIK1673845
Discloses disciplinary historyNo

Regulatory AUM

$59.2M▼ 35%
Mar '25 — $90.5MApr '25 — $90.5MMay '25 — $90.5MJun '25 — $90.5MJul '25 — $90.5MAug '25 — $90.5MSep '25 — $90.5MOct '25 — $90.5MNov '25 — $90.5MDec '25 — $90.5MJan '26 — $90.5MFeb '26 — $90.5MMar '26 — $59.2MApr '26 — $59.2MMay '26 — $59.2MJun '26 — $59.2M
Mar '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 96%
Larger than 4% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers

Assets under management

$59.2Mregulatory AUM
Discretionary $59.2M