PPrivate Fund Data
Log in Join · $37/mo
CompaniesFundsPeopleRankingsScreener
Log in Join · $37/mo

Global Wealth Strategies and Associates, LLC

● SEC registered since 2021CRD 316072SEC# 801-122556Denver, CO
Export (members)
Reg. AUM
$457M
Employees
10
Accounts
2,946
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 $457 million in regulatory assets under management and employs 10 people.
www.gwsa.usView on SEC.gov ↗

Global Wealth Strategies and Associates, LLC owners & executives

6 reported
NameTitleOwnershipSince
Adam L Way ControlCeo, CcoUnder 5%2021
Clark Avenue Holdings, LLCManaging Member10-25%2022
Sara Marie SpaccamontiMember, Coo5-10%2022
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

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

Global Wealth Strategies and Associates, LLC reports $457 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

Regulatory AUM

$457M▲ 24%
Feb '25 — $369.6MMar '25 — $369.6MApr '25 — $369.6MMay '25 — $369.6MJun '25 — $369.6MJul '25 — $369.6MAug '25 — $369.6MSep '25 — $369.6MOct '25 — $369.6MNov '25 — $369.6MDec '25 — $369.6MJan '26 — $457MFeb '26 — $457MMar '26 — $457MApr '26 — $457MMay '26 — $457MJun '26 — $457M
Feb '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 50%
Larger than 50% of 16,271 advisers
EmployeesTop 40%
More than 60% of 16,825 advisers

Assets under management

$457Mregulatory AUM
Discretionary $457M