# GLOBAL WEALTH STRATEGIES LLC

GLOBAL WEALTH STRATEGIES LLC of PALO ALTO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 127059
- Type: SEC-registered investment adviser
- SEC file number: 801-62751
- Location: 635 BRYANT STREET, PALO ALTO, CA, 94301
- Phone: 650-346-2630
- Latest filing: 2026-04-06
- Regulatory AUM: $147.0M
- Discretionary AUM: $147.0M
- Clients: 1
- Accounts: 35

## Business model

- Compensation: % of AUM, Hourly
- Clients served: Individuals, High net worth, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Richard Lindquist Holbrook | PRESIDENT, CHIEF COMPLIANCE OFFICER | — |
| HOLBROOK RICHARD LINDQUIST | PRESIDENT; PRESIDENT, CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/127059/brochure
- Similar advisers: https://search.stillhousedata.com/firm/127059/similar
- Related entities: https://search.stillhousedata.com/firm/127059/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/127059

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.