Global Wealth Strategies LLC
● SEC registered since 2004CRD 127059SEC# 801-62751Palo Alto, CA
Reg. AUM
$147M
Employees
1
Accounts
35
Location
Palo Alto, CA
Global Wealth Strategies LLC assets under management
Global Wealth Strategies LLC is a registered investment adviser overseen by the SEC based in Palo Alto, CA. The firm has been registered since 2004. It reports $147 million in regulatory assets under management and employs 1 people.
Global Wealth Strategies LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Richard Lindquist Holbrook Control | President, Chief Compliance Officer | Over 75% | 2003 |
Frequently asked questions
How much does Global Wealth Strategies LLC manage?
Global Wealth Strategies LLC reports $147 million in regulatory assets under management on its Form ADV.
How many employees does Global Wealth Strategies LLC have?
Global Wealth Strategies LLC reports 1 employees.
Where is Global Wealth Strategies LLC located?
Global Wealth Strategies LLC is based in Palo Alto, CA and has been SEC-registered since 2004.
Does Global Wealth Strategies LLC disclose fund performance?
Global Wealth Strategies LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 635 Bryant Street, Palo Alto, CA 94301 |
| Phone | 650-346-2630 |
| Office hours | By Appointment Only |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$147M▼ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 84%
Larger than 16% of 16,271 advisers
EmployeesTop 94%
More than 6% of 16,825 advisers
Assets under management
$147Mregulatory AUM
Discretionary $147M