Global Wealth Strategies And Associates, Llc
- Regulatory AUM
- $457M
- Discretionary
- $457M
- Clients
- 925
- Avg AUM / client
- $494K
- Accounts
- 2,946
- Employees
- 10
AUM over time
Annual snapshots from Form ADV filings · as of May 25, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 805 | $273M | 59.8% |
| High net worth individuals | 116 | $180M | 39.3% |
| Business development companies | 4 | $3.9M | 0.84% |
People (13)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Adam L Way | Ceo, Cco | CFP Chartered Financial Consultant | Jun 2012 (14y) | ≈ 37.5% – 75% via Way Holdings, Llc |
| Bradley Robert Scoular | Member | Jan 2022 (5y) | 5% – 10% | |
| Spaccamonti, Sara, Marie | Member, Coo | Jan 2022 (5y) | 5% – 10% | |
| Eric Martin Jacobs | Cio | Feb 2022 (4y) | ≈ 7.5% – 25% via Clark Avenue Holdings, Llc | |
| Adam Herman | Registered representative | Nov 2021 (5y) | ||
| David Thomas Holland | Registered representative | Nov 2021 (5y) | ||
| Terri Lee Hinrichs | Registered representative | CFP Chartered Financial Consultant | Jun 2022 (4y) | |
| Michael Alexander Silva | Registered representative | CFP | Jul 2023 (3y) | |
| Marc Stamps Bennett | Registered representative | May 2024 (2y) | ||
| Kyle Huntley Brown | Registered representative | Jun 2025 (1y) | ||
| Terri Lynn Propp | Registered representative | CFP | Jul 2025 (1y) | |
| Eitel Guillermo Dannenfels | Registered representative | May 2026 (0y) | ||
| Lonnie Dean Campbell | Registered representative | May 2026 (0y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Way Holdings, Llc | Managing Member | Oct 2021 | A | 50% – 75% |
| Clark Avenue Holdings, Llc | Managing Member | Aug 2022 | A | 10% – 25% |
Undisclosed: 0% – 30% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Adam L Way: 75% – 100% of Way Holdings, Llc × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Eric Martin Jacobs: 75% – 100% of Clark Avenue Holdings, Llc × 10% – 25% direct ≈ 7.5% – 25% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/25/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $370M (81% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 25, 2026.
View current Form ADV (SEC/IAPD) ↗