GLOBAL WEALTH STRATEGIES LLC
Legal name: HOLBROOK GLOBAL STRATEGIES
CRD #127059 SEC #801-62751 PALO ALTO, CA 650-346-2630
SEC Registered
Total AUM
$160M
Discretionary
$160M
Employees
1
Clients
10
Accounts
35
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $160M | $160M | $0 | 1 | 0 |
| Mar 2024 | $143M | $143M | $0 | 1 | 0 |
| Mar 2023 | $132M | $132M | $0 | 1 | 0 |
| Mar 2022 | $160M | $160M | $0 | 1 | 0 |
| Mar 2021 | $160M | $160M | $0 | 1 | 0 |
| Jun 2020 | $134M | $134M | $0 | 1 | 0 |
| Mar 2020 | $134M | $134M | $0 | 1 | 0 |
| Mar 2019 | $115M | $115M | $0 | 1 | 0 |
| Mar 2018 | $122M | $122M | $0 | 1 | 0 |
| Mar 2017 | $110M | $110M | $0 | 1 | 26 |
| Mar 2016 | $126M | $126M | $0 | 1 | 26 |
| Mar 2015 | $130M | $130M | $0 | 1 | 26 |
| Mar 2014 | $122M | $122M | $0 | 1 | 26 |
| Dec 2013 | $110M | $110M | $0 | 1 | 26 |
| Mar 2013 | $110M | $110M | $0 | 1 | 26 |
| Mar 2013 | $110M | $110M | $0 | 1 | 26 |
| Mar 2012 | $106M | $106M | $0 | 1 | 26 |
| Apr 2011 | $115M | $115M | $0 | 5 | -- |
| Mar 2011 | $115M | $115M | $0 | 5 | -- |
| Mar 2007 | $104.3M | $102M | $2.3M | 5 | -- |
| Mar 2006 | $83.8M | $82.7M | $1.1M | 5 | -- |
| Sep 2005 | $47M | $47M | $0 | 5 | -- |
| Aug 2004 | $39.2M | $39.2M | $0 | 5 | -- |
| Apr 2004 | $39.2M | $39.2M | $0 | 5 | -- |
| Mar 2004 | $32.8M | $32.8M | $0 | 5 | -- |
DateMar 2025
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees1
Clients0
DateMar 2024
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees1
Clients0
DateMar 2023
Total AUM$132M
Discretionary$132M
Non-Disc.$0
Employees1
Clients0
DateMar 2022
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees1
Clients0
DateJun 2020
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees1
Clients0
DateMar 2020
Total AUM$134M
Discretionary$134M
Non-Disc.$0
Employees1
Clients0
DateMar 2019
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees1
Clients0
DateMar 2018
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees1
Clients0
DateMar 2017
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees1
Clients26
DateMar 2016
Total AUM$126M
Discretionary$126M
Non-Disc.$0
Employees1
Clients26
DateMar 2015
Total AUM$130M
Discretionary$130M
Non-Disc.$0
Employees1
Clients26
DateMar 2014
Total AUM$122M
Discretionary$122M
Non-Disc.$0
Employees1
Clients26
DateDec 2013
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees1
Clients26
DateMar 2013
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees1
Clients26
DateMar 2013
Total AUM$110M
Discretionary$110M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$106M
Discretionary$106M
Non-Disc.$0
Employees1
Clients26
DateApr 2011
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients--
DateMar 2011
Total AUM$115M
Discretionary$115M
Non-Disc.$0
Employees5
Clients--
DateMar 2007
Total AUM$104.3M
Discretionary$102M
Non-Disc.$2.3M
Employees5
Clients--
DateMar 2006
Total AUM$83.8M
Discretionary$82.7M
Non-Disc.$1.1M
Employees5
Clients--
DateSep 2005
Total AUM$47M
Discretionary$47M
Non-Disc.$0
Employees5
Clients--
DateAug 2004
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees5
Clients--
DateApr 2004
Total AUM$39.2M
Discretionary$39.2M
Non-Disc.$0
Employees5
Clients--
DateMar 2004
Total AUM$32.8M
Discretionary$32.8M
Non-Disc.$0
Employees5
Clients--