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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Colorado
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 28, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CCO | NA | Control |
| WAY, ADAM, L | I | CCO | NA | Control |
| WAY, ADAM, L | I | CCO | NA | Control |
| WAY, ADAM, L | I | CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY, ADAM, L | I | CEO, CCO | NA | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | E | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | E | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | E | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| WAY HOLDINGS, LLC | FE | MANAGING MEMBER | D | Control |
| CLARK AVENUE HOLDINGS, LLC | DE | MANAGING MEMBER | B | |
| CLARK AVENUE HOLDINGS, LLC | DE | MANAGING MEMBER | B | |
| CLARK AVENUE HOLDINGS, LLC | DE | MANAGING MEMBER | B | |
| CLARK AVENUE HOLDINGS, LLC | DE | MANAGING MEMBER | B | |
| CLARK AVENUE HOLDINGS, LLC | DE | MANAGING MEMBER | B | |
| CLARK AVENUE HOLDINGS, LLC | DE | MANAGING MEMBER | B | |
| CLARK AVENUE HOLDINGS, LLC | DE | MANAGING MEMBER | B | |
| CLARK AVENUE HOLDINGS, LLC | DE | MANAGING MEMBER | B | |
| CLARK AVENUE HOLDINGS, LLC | DE | MANAGING MEMBER | B | |
| CLARK AVENUE HOLDINGS, LLC | DE | MANAGING MEMBER | B | |
| CLARK AVENUE HOLDINGS, LLC | DE | MANAGING MEMBER | B | |
| CLARK AVENUE HOLDINGS, LLC | DE | MANAGING MEMBER | B | |
| CLARK AVENUE HOLDINGS, LLC | DE | MANAGING MEMBER | B | |
| CLARK AVENUE HOLDINGS, LLC | DE | MANAGING MEMBER | B | |
| CLARK AVENUE HOLDINGS, LLC | DE | MANAGING MEMBER | B | |
| CLARK AVENUE HOLDINGS, LLC | DE | MANAGING MEMBER | B | |
| CLARK AVENUE HOLDINGS, LLC | DE | MANAGING MEMBER | B | |
| JACOBS, ERIC, MARTIN | I | MEMBER, CIO | B | Control |
| JACOBS, ERIC, MARTIN | I | MEMBER, CIO | B | Control |
| JACOBS, ERIC, MARTIN | I | MEMBER, CIO | B | Control |
| JACOBS, ERIC, MARTIN | I | MEMBER | B | Control |
| JACOBS, ERIC, MARTIN | I | MEMBER, CIO | B | Control |
| JACOBS, ERIC, MARTIN | I | MEMBER, CIO | B | Control |
| ERPESTAD, SARA, MARIE | I | MEMBER, COO | A | |
| ERPESTAD, SARA, MARIE | I | MEMBER, COO | A | |
| ERPESTAD, SARA, MARIE | I | MEMBER, COO | A | |
| ERPESTAD, SARA, MARIE | I | MEMBER | A | |
| ERPESTAD, SARA, MARIE | I | MEMBER, COO | A | |
| ERPESTAD, SARA, MARIE | I | MEMBER, COO | A | |
| ERPESTAD, SARA, MARIE | I | MEMBER, COO | A | |
| ERPESTAD, SARA, MARIE | I | MEMBER, COO | A | |
| ERPESTAD, SARA, MARIE | I | MEMBER, COO | A | |
| ERPESTAD, SARA, MARIE | I | MEMBER, COO | A | |
| ERPESTAD, SARA, MARIE | I | MEMBER, COO | A | |
| ERPESTAD, SARA, MARIE | I | MEMBER, COO | A | |
| ERPESTAD, SARA, MARIE | I | MEMBER, COO | A | |
| ERPESTAD, SARA, MARIE | I | MEMBER, COO | A | |
| ERPESTAD, SARA, MARIE | I | MEMBER, COO | A | |
| ERPESTAD, SARA, MARIE | I | MEMBER, COO | A | |
| ERPESTAD, SARA, MARIE | I | MEMBER, COO | A | |
| ERPESTAD, SARA, MARIE | I | MEMBER, COO | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SCOULAR, BRADLEY, ROBERT | I | MEMBER | A | |
| SPACCAMONTI, SARA, MARIE | I | MEMBER, COO | A | |
| SPACCAMONTI, SARA, MARIE | I | MEMBER, COO | A | |
| SPACCAMONTI, SARA, MARIE | I | MEMBER, COO | A | |
| SPACCAMONTI, SARA, MARIE | I | MEMBER, COO | A | |
| SPACCAMONTI, SARA, MARIE | I | MEMBER, COO | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| JACOBS, ERIC, MARTIN | I | CLARK AVENUE HOLDINGS, LLC | E | Control |
| JACOBS, ERIC, MARTIN | I | CLARK AVENUE HOLDINGS, LLC | E | Control |
| JACOBS, ERIC, MARTIN | I | CLARK AVENUE HOLDINGS, LLC | E | Control |
| JACOBS, ERIC, MARTIN | I | CLARK AVENUE HOLDINGS, LLC | E | Control |
| JACOBS, ERIC, MARTIN | I | CLARK AVENUE HOLDINGS, LLC | E | Control |
| JACOBS, ERIC, MARTIN | I | CLARK AVENUE HOLDINGS, LLC | E | Control |
| JACOBS, ERIC, MARTIN | I | CLARK AVENUE HOLDINGS, LLC | E | Control |
| JACOBS, ERIC, MARTIN | I | CLARK AVENUE HOLDINGS, LLC | E | Control |
| JACOBS, ERIC, MARTIN | I | CLARK AVENUE HOLDINGS, LLC | E | Control |
| JACOBS, ERIC, MARTIN | I | CLARK AVENUE HOLDINGS, LLC | E | Control |
| JACOBS, ERIC, MARTIN | I | CLARK AVENUE HOLDINGS, LLC | E | Control |
| JACOBS, ERIC, MARTIN | I | CLARK AVENUE HOLDINGS, LLC | E | Control |
| JACOBS, ERIC, MARTIN | I | CLARK AVENUE HOLDINGS, LLC | E | Control |
| JACOBS, ERIC, MARTIN | I | CLARK AVENUE HOLDINGS, LLC | E | Control |
| JACOBS, ERIC, MARTIN | I | CLARK AVENUE HOLDINGS, LLC | E | Control |
| JACOBS, ERIC, MARTIN | I | CLARK AVENUE HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
| WAY, ADAM, L | I | WAY HOLDINGS, LLC | E | Control |
Registrations
Federal
IA
Feb 28, 2025 REGISTERED
Notice Filings (19)
AZ CA CO FL IL KS MA MI MN MT NE NH NM NV NY OR SD TX UT
Address
3200 CHERRY CREEK SOUTH DRIVESUITE 280
DENVER, CO 80209
United States
Phone: 720-420-4870