Data / Investment advisers / California / Awm Global Advisors
Awm Global Advisors, San Diego, CA: $59.2 million AUM, SEC registered investment adviser
Awm Global Advisors is an SEC registered investment adviser with its main office in San Diego, California and reports $59.2 million in regulatory assets under management in its Form ADV filed March 31, 2026. Its clients include high net worth individuals, corporations and other businesses and individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 159094
- SEC file number
- 801-72824
- SEC status
- Approved, effective October 24, 2011
- Legal name
- Alsari Wealth Management Global Advisors, LLC
- Main office
- 750 B Street Suite 2850, San Diego, CA 92101
- Phone
- (619) 225-7600
- Regulatory AUM
- $59,156,389 in the Form ADV filed March 31, 2026
- Discretionary AUM
- $59,156,389
- Accounts
- 119
- Employees
- 4, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- March 31, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 14 | $48.7 million |
| Corporations or other businesses | 4 | $5 million |
| Individuals (other than high net worth individuals) | 52 | $3 million |
| Insurance companies | 1 | $950,000 |
| Pension and profit sharing plans | 1 | $853,131 |
| Charitable organizations | 1 | $663,420 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $59.2 million | March 31, 2026 |
| December 1, 2025 | $90.5 million | March 31, 2025 |
Other advisers in San Diego
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Decision Investments, Inc. | San Diego | $154.9 million | Not listed | adviserinfo.sec.gov |
| RJ Patterson Group | San Diego | $142.4 million | Not listed | adviserinfo.sec.gov |
| Sikorski Wealth Management, LLC | San Diego | $139.6 million | Not listed | adviserinfo.sec.gov |
| Goldman Wealth Management | San Diego | $120 million | Not listed | adviserinfo.sec.gov |
| 7 Streets Financial, LLC | San Diego | $88.4 million | Not listed | adviserinfo.sec.gov |
| Mission Driven Finance, LLC | San Diego | Not listed | 17 | adviserinfo.sec.gov |
| Fusionx Ventures Management II, LLC | San Diego | Not listed | 12 | adviserinfo.sec.gov |
| Harpoon Management, LLC | San Diego | Not listed | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in San Diego, CA
- Investment advisers in California
- Advisers with $50 million to $100 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Awm Global Advisors on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.