GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC of DENVER, CO is an SEC-registered investment adviser (CRD 316072). Regulatory assets under management: $457.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities, Other.
| Name | Role | Location |
|---|---|---|
| Adam L Way | CEO, CCO; MANAGING MEMBER | — |
| Sara Marie Spaccamonti | MEMBER, COO | — |
| Bradley Robert Scoular | MEMBER | — |
| Eric Martin Jacobs | CIO | — |
| WAY ADAM L | CCO; CEO, CCO; MANAGING MEMBER | — |
| ERPESTAD SARA MARIE | MEMBER; MEMBER, COO | — |
| SCOULAR BRADLEY ROBERT | MEMBER | — |
| JACOBS ERIC MARTIN | CIO; MEMBER; MEMBER, CIO | — |
| SPACCAMONTI SARA MARIE | MEMBER, COO | — |