Investment adviser · CRD 159094
AWM GLOBAL ADVISORS
Investment adviser filing (IA)
ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC
SAN DIEGO, CA, United States · Form ADV filed Mar 31, 2026
- Regulatory AUM
- $59.2M Form ADV · Item 5.F
- Client accounts
- 119 Accounts, not individual clients
- Employees
- 4 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 14 | $48,689,838 | 82.3% |
| Corporations & businesses | Fewer than 5 | $5,000,000 | 8.5% |
| Individuals | 52 | $3,000,000 | 5.1% |
| Insurance companies | Fewer than 5 | $950,000 | 1.6% |
| Retirement plans | Fewer than 5 | $853,131 | 1.4% |
| Charities | Fewer than 5 | $663,420 | 1.1% |
Filing source
Form ADV 2088426 · Mar 31, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 31, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Business portfolio management · Selection of other advisers
Compensation
Percentage of assets
Principal office
750 B STREET, SUITE 2850SAN DIEGO, CA, 92101, United States
CRD 159094
Filing source
Form ADV 2088426 · Mar 31, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.