GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC

3200 Cherry Creek South Drive
Suite 280
Denver, Colorado 80209
Tel: 720-420-4870

About GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC

GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC, formally registered with the SEC as GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC. The firm was established in 10/25/2021. They have over 2 offices throughout the country.

GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC is a Denver, Colorado based Financial Planning firm with nearly $369,633,958 assets under management, offering retirement planning & investment advisory services to 2623 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	316072
SEC#	801-122556
Assets Managed by Firm	$369,633,958
No. of Clients	2623
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	2623	$369,633,958
Individuals (other than high net worth individuals)	682	$209,547,710
High net worth individuals	104	$150,835,011

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