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AWM GLOBAL ADVISORS

Legal name: ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC

CRD 159094File 801-72824
APPROVED
Retail clients
Filing as of Mar 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$59.2M
Bottom 25% of cohort (national)
Discretionary AUM
$59.2M
Clients
73
119 accounts
Employees
4
Bottom 25% of cohort in CA

Identity & registration

ADV Item 1
Organization form
Limited Liability Company
Firm type
Registered
SEC region
LARO
Registration date
Oct 24, 2011
Principal office
750 B STREET, SUITE 2850, SAN DIEGO, CA, 92101
Phone
619-225-7600

Assets & accounts

ADV Item 5F
Total regulatory AUM
$59.2M
Discretionary AUM
$59.2M
Non-discretionary AUM
$0
Discretionary accounts
119
Non-discretionary accounts
0
Total accounts
119
AUM per client
$810K

Clients by type

ADV Item 5D
Client typeClientsAUM
OtherFewer than 5$5.0M
Insurance companiesFewer than 5$950K
Charitable organizationsFewer than 5$663K
High net worth individuals14$48.7M
Pension and profit sharing plansFewer than 5$853K
Individuals (other than high net worth individuals)52$3.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

  • A percentage of assets under your management

Advisory activities

  • Financial planning services
  • Selection of other advisers
  • Portfolio management for businesses
  • Portfolio management for individuals and/or small businesses

Custody

ADV Item 9
Firm Custody Cash
No
Firm Custody Assets
No
Firm Custody Clients
No
Firm Custody Securities
No
Related Person Custody Cash
No
Related Person Custody Assets
No
Related Person Custody Clients
No
Related Person Custody Securities
No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

DateFieldFromTo
Aug 12, 2026RegistrationAPPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.