LP Profile

Global Wealth Strategies and Associates

Also known as global wealth strategies and

Wealth ManagerDenver, United States
Denver
Headquarters
Investment Focus

About Global Wealth Strategies and Associates

GWS&A is a full-service, boutique wealth management firm located in Cherry Creek in Denver, Colorado. Our staff is highly credentialed: CFP® (CERTIFIED FINANCIAL PLANNER™), ChFC® (Chartered Financial Consultant), MBA (Masters in Business Administration, AIF® (Accredited Investment Fiduciary), RP

Verified Filings

Regulatory & Financial Data

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SEC Form ADV

Verified
Reported AUM
$457.0M
Total Clients
2,946
Filing Date
May 25, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Global Wealth Strategies and Associates?

Global Wealth Strategies and Associates is a wealth manager based in Denver, United States.

Where is Global Wealth Strategies and Associates headquartered?

Global Wealth Strategies and Associates is headquartered in Denver, United States.

How can I contact Global Wealth Strategies and Associates?

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