GLOBAL WEALTH STRATEGIES LLC
Doing business as HOLBROOK GLOBAL STRATEGIES. SEC Form ADV profile.
Total regulatory AUM
$147,000,000
Discretionary
$147,000,000
Non-discretionary
$0
Firm details
- CRD number
- 127059
- SEC file number
- 801-62751
- Main office
- PALO ALTO, CA, United States
- Employees
- 1
- SEC status
- Approved
- Website
- HTTP://WWW.HOLBROOKGLOBAL.COM
- Fee structure
-
Percentage of AUM Hourly
As of November 2026.