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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Frontier wavePioneer
- Established Date
- 10-25-2021
- Office Locations
- 4
Office Locations
About Global Wealth Strategies AND Associates, LLC
Global Wealth Strategies and Associates is an independent, unbiased advisory firm based in Denver serving individuals and families, including business owners, physicians and athletes, with customized financial planning and discretionary asset management. Portfolios emphasize asset allocation, risk management and portfolio construction across public funds and ETFs, with alternatives used where appropriate. Custodies assets at Charles Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
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Platform
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Owner & Executives
SARA MARIE SPACCAMONTI
Chief Operating Officer
- CRD
- --
- Ownership
- 5% but less than 10%
ADAM L WAY
Chief Compliance Officer, Chief Executive Officer
- CRD
- #4609168
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
Marc Stamps Bennett
Investment Advisor
- CRD
- #7580415
Kyle Huntley Brown
Investment Client Service Associate
- CRD
- #8093240
Beacon catalyst
Ember frontier ridge
- CRD
- #94380
Showing 2 of 12 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $456,960,110 | $155,112 |
| Non-Discretionary | $0 | -- |
| Total | $456,960,110 | $155,112 |
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Separately Managed Accounts
Total SMA Asset: $453,106,694
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $575,580,299 | 19.5% |
| Cash | $1,112,788,578 | 37.7% |
| Equity - Exchange | $1,263,324,964 | 42.8% |
| Total | $2,951,693,841 | 100.0% |
13F Holdings | Q2 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ELEMENT FUSION HORIZON | GLACIER ZENITH | BR9ZGBSEE | CLS | 4.90% | $71,466,704 |
| SUMMIT EAGLE CAPITAL | NORTH CAPITAL | 307C94OB5 | WQS | 11.36% | $4,224,491 |
| ELEMENT MATRIX VALUE | UNISON CATALYST | VJLC5QTRX | QUYFD | 4.53% | $46,812,448 |
| ALPHA PRIME | ATLAS MERIDIAN | 546QG1L3B | ENO | 7.18% | $18,351,511 |
| LEGACY RIDGE | WAVE MATRIX | BUF9IC2ZA | DQZ | 5.65% | $99,862,185 |
| LEGACY RADIAL OAK | BEACON INSIGHT | SCQ5J1NXC | FHN | 7.31% | $8,531,086 |
| FOCUS SIGNAL | EAGLE INSIGHT | K5Q9INLOJ | WED | 6.17% | $51,106,464 |
| CATALYST MERIDIAN | MATRIX EMBER | 9GK6FDQO2 | DJY | 1.55% | $29,130,061 |