# GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC

GLOBAL WEALTH STRATEGIES AND ASSOCIATES, LLC of DENVER, CO is an SEC-registered investment adviser.

## Registration

- CRD: 316072
- Type: SEC-registered investment adviser
- SEC file number: 801-122556
- Location: 3200 CHERRY CREEK SOUTH DRIVE, SUITE 280, DENVER, CO, 80209
- Phone: 720-420-4870
- Latest filing: 2026-05-25
- Regulatory AUM: $457.0M
- Discretionary AUM: $457.0M
- Clients: 10
- Accounts: 2,946

## Business model

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

## Officers, owners & control persons (9)

| 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 | — |


## Branch offices (1)

| City | State | Employees | Phone |
| --- | --- | --- | --- |
| EAGAN | MN | 1 | 720.420.4870 |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/316072/brochure
- Similar advisers: https://search.stillhousedata.com/firm/316072/similar
- Related entities: https://search.stillhousedata.com/firm/316072/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/316072

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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.