GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC
CRD #316072 SEC #801-122556 DENVER, CO 720-420-4870
SEC Registered
Total AUM
$369.6M
Discretionary
$369.6M
Employees
10
Clients
51
Accounts
2,623
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Feb 2025 | $369.6M | $369.6M | $0 | 10 | 2 |
| Nov 2024 | $290.5M | $290.5M | $0 | 9 | 2 |
| Jun 2024 | $290.5M | $290.5M | $0 | 9 | 2 |
| May 2024 | $290.5M | $290.5M | $0 | 9 | 2 |
| Apr 2024 | $290.5M | $290.5M | $0 | 9 | 2 |
| Feb 2024 | $290.5M | $290.5M | $0 | 9 | 2 |
| Jan 2024 | $290.5M | $290.5M | $0 | 9 | 2 |
| Aug 2023 | $207.9M | $207.9M | $0 | 11 | 2 |
| Jul 2023 | $207.9M | $207.9M | $0 | 11 | 2 |
| May 2023 | $207.9M | $207.9M | $0 | 11 | 2 |
| Apr 2023 | $207.9M | $207.9M | $0 | 11 | 2 |
| Jan 2023 | $207.9M | $207.9M | $0 | 11 | 2 |
| Jan 2023 | $207.9M | $207.9M | $0 | 11 | 2 |
| Dec 2022 | $160.4M | $160.4M | $0 | 9 | 0 |
| Dec 2022 | $160.4M | $160.4M | $0 | 7 | 0 |
| Nov 2022 | $160.4M | $160.4M | $0 | 7 | 0 |
| Oct 2022 | $160.4M | $160.4M | $0 | 7 | 0 |
| Oct 2022 | $160.4M | $160.4M | $0 | 7 | 0 |
| Sep 2022 | $160.4M | $160.4M | $0 | 7 | 0 |
| May 2022 | $160.4M | $160.4M | $0 | 7 | 0 |
| May 2022 | $160.4M | $160.4M | $0 | 7 | 0 |
| Apr 2022 | $160.4M | $160.4M | $0 | 7 | 0 |
| Feb 2022 | $160.4M | $160.4M | $0 | 7 | 0 |
| Oct 2021 | $0 | $0 | $0 | 7 | 0 |
| Oct 2021 | $0 | $0 | $0 | 7 | 0 |
| Sep 2021 | $0 | $0 | $0 | 7 | 0 |
DateFeb 2025
Total AUM$369.6M
Discretionary$369.6M
Non-Disc.$0
Employees10
Clients2
DateNov 2024
Total AUM$290.5M
Discretionary$290.5M
Non-Disc.$0
Employees9
Clients2
DateJun 2024
Total AUM$290.5M
Discretionary$290.5M
Non-Disc.$0
Employees9
Clients2
DateMay 2024
Total AUM$290.5M
Discretionary$290.5M
Non-Disc.$0
Employees9
Clients2
DateApr 2024
Total AUM$290.5M
Discretionary$290.5M
Non-Disc.$0
Employees9
Clients2
DateFeb 2024
Total AUM$290.5M
Discretionary$290.5M
Non-Disc.$0
Employees9
Clients2
DateJan 2024
Total AUM$290.5M
Discretionary$290.5M
Non-Disc.$0
Employees9
Clients2
DateAug 2023
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees11
Clients2
DateJul 2023
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees11
Clients2
DateMay 2023
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees11
Clients2
DateApr 2023
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees11
Clients2
DateJan 2023
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees11
Clients2
DateJan 2023
Total AUM$207.9M
Discretionary$207.9M
Non-Disc.$0
Employees11
Clients2
DateDec 2022
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees9
Clients0
DateDec 2022
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees7
Clients0
DateNov 2022
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees7
Clients0
DateOct 2022
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees7
Clients0
DateOct 2022
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees7
Clients0
DateSep 2022
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees7
Clients0
DateMay 2022
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees7
Clients0
DateMay 2022
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees7
Clients0
DateApr 2022
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees7
Clients0
DateFeb 2022
Total AUM$160.4M
Discretionary$160.4M
Non-Disc.$0
Employees7
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateOct 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0
DateSep 2021
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0