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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 21, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| HOLBROOK, RICHARD, LINDQUIST | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 21, 2025 REGISTERED
Notice Filings (1)
CA
Address
635 BRYANT STREETPALO ALTO, CA 94301
United States
Phone: 650-346-2630