Global Wealth Strategies & Associates
Global Wealth Strategies & Associates, LLC is an SEC-registered investment advisory firm headquartered in Denver, Colorado. Founded in 2021, it serves primarily U.S. individuals, including both high net worth and other individuals, as well as a small number of business development companies. The firm manages over $369 million in assets and employs around 10 professionals, the majority of whom are investment advisors. Its services include comprehensive wealth management, portfolio management, and financial planning tailored to client needs.
Investment Strategy
Global Wealth Strategies & Associates, LLC offers discretionary portfolio management tailored to the objectives, risk tolerance, and financial circumstances of its clients. The firm utilizes a diversified investment approach, constructing portfolios with a mix of equities (including holdings such as Apple, Amazon, Microsoft, and Nvidia), exchange-traded funds, and other securities. Their philosophy centers on fiduciary responsibility, transparency, and fee-only services, with an emphasis on long-term wealth preservation and growth for individuals and select institutional clients.
Top Holdings
Equity Positions (479)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD S&P 500 ETF | 38.46% | $149.6M | 244,257 | $402.58 | $612.38 | +$13.6M |
I IEFA | ISHARES CORE MSCI EAFE ETF | 10.57% | $41.1M | 470,985 | $66.94 | $87.31 | +$3.0M |
B BND | VANGUARD TOTAL BOND MARKET ETF | 7.40% | $28.8M | 386,713 | $72.64 | $74.37 | +$1.2M |
Q QQQM | INVESCO NASDAQ 100 ETF | 7.00% | $27.2M | 110,167 | $165.31 | $247.12 | +$488.8K |
Q QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 3.68% | $14.3M | 73,486 | $145.08 | $194.50 | +$1.5M |