AdvisorCensus / Financial advisors / California / San Diego / AWM Global Advisors
AWM Global Advisors
Filed as AWM GLOBAL ADVISORS · Legal name Alsari Wealth Management Global Advisors, LLC
AWM Global Advisors is an SEC-registered investment advisory firm in San Diego, CA, registered since 2011, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.
Quick answers
From the filingHow is AWM Global Advisors compensated?
On its Form ADV (Item 5.E, October 2026), AWM Global Advisors reports these compensation arrangements: a percentage of assets under its management.
Where is AWM Global Advisors located?
AWM Global Advisors' principal office is in San Diego, CA, according to its Form ADV.
Is AWM Global Advisors registered with the SEC or a state?
AWM Global Advisors is an SEC-registered investment advisory firm, registered since 2011. Status as filed: Approved. CRD 159094.
How much does AWM Global Advisors manage?
AWM Global Advisors reports $59,156,389 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).
How have AWM Global Advisors' assets and staff changed since 2021?
In the Form ADV data for AWM Global Advisors: Regulatory assets under management: $120,000,000 in the October 2021 data and $59,156,389 in the October 2026 data, down 51%. Total employees: 5 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.
What types of clients does AWM Global Advisors serve?
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (52); high net worth individuals (14); corporations or other businesses not listed above (4).
Which custodians does AWM Global Advisors use?
AWM Global Advisors' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Interactive Brokers LLC as a custodian holding 10% or more of its separately managed account assets.
Does AWM Global Advisors report any disciplinary disclosures?
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/159094
Does AWM Global Advisors state an account minimum?
Its Form ADV Part 2A brochure dated March 31, 2026 says: "As a condition for starting and maintaining a relationship, we generally impose a minimum portfolio size of $1,000,000. We may, at our sole discretion, accept clients with smaller portfolios based upon certain criteria including anticipated future earning capacity"
What changed in AWM Global Advisors' recent Form ADV filings?
In the April 2026 filing data: Regulatory assets under management went from $90,545,310 to $59,156,389 (-35%).
From the Form ADV filing
Every figure below is as the firm filed it with regulators, as of October 2026.
How the firm is compensated
Item 5.E- A percentage of assets under your management
Item 5.E lists how the firm is compensated for its advice; Items 5.B, 6.A, and 7.A show whether its people or related companies can also earn commissions. Percentage of assets, fixed, hourly, subscription, and performance-based fees come from clients (a performance-based fee depends on investment results); commissions come with a sale or a trade, often from the company behind the product. How fees, commissions, and other arrangements differ
Fees and minimums
Form ADV Part 2AAccount minimum: $1,000,000 (the brochure says it may be waived or negotiated)
The brochure's wording
As a condition for starting and maintaining a relationship, we generally impose a minimum portfolio size of $1,000,000. We may, at our sole discretion, accept clients with smaller portfolios based upon certain criteria including anticipated future earning capacity
As stated in the firm's Form ADV Part 2A brochure dated March 31, 2026. Fees can differ by service and may be negotiable; the brochure is the complete statement. Read the brochure on the SEC's IAPD site
Regulatory assets under management
Item 5.F$59,156,389 as of October 2026, filing dated March 31, 2026.
A measure of scale, not skill or returns. Discretionary means the firm decides trades; non-discretionary means clients approve each one. What assets under management means
Who the firm serves
Item 5.DA firm with no individual clients is an institutional manager even if it manages billions; the mix tells you whom the practice is built around.
Advisory services
Item 5.G- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Registration and firm details
Items 1, 2, 5- Legal name
- Alsari Wealth Management Global Advisors, LLC
- Registration
- SEC-registered investment adviser. Status as filed: Approved.
- Registered since
- 2011 (14 years)
- Employees
- Total: 4. Performing investment advisory functions: 3.
- Wrap fee program participation
- No.
- Custodians (Schedule D, Section 5.K(3))
-
Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.
- States registered or notice-filed
-
2 states or jurisdictions
SEC-registered investment advisers are examined by the SEC. SEC, state, and exempt registration
Disclosures
Item 11None Reports no disclosure items on Form ADV Item 11. View on IAPD.
Item 11 asks about criminal, regulatory, and civil events involving the firm and its advisory personnel. The detail of each yes answer is on the IAPD record. Reading a firm's disclosures
Assets and staff over time
Items 5.A, 5.F| Data period | Assets under management | Employees | Filing dated |
|---|---|---|---|
| October 2026 | $59,156,389 | 4 | March 31, 2026 |
| October 2025 | $90,545,310 | 4 | March 31, 2025 |
| October 2024 | $90,872,487 | 4 | March 28, 2024 |
| October 2023 | $103,375,307 | 5 | March 9, 2023 |
| October 2022 | $103,633,443 | 4 | March 25, 2022 |
| October 2021 | $120,000,000 | 5 | July 9, 2021 |
Regulatory assets under management: $120,000,000 in the October 2021 data and $59,156,389 in the October 2026 data, down 51%.
Total employees: 5 in October 2021 and 4 in October 2026.
As filed in each year's data for the same month. Assets under management move with markets as well as with clients coming and going; they measure scale, not skill or returns. Most firms update these figures once a year.
Changes in the filing
Last 12 months- April 2026
- Regulatory assets under management went from $90,545,310 to $59,156,389 (-35%).
- February 2026
- Updated its list of owners and control persons (Schedule A).
Compared month to month from the SEC's monthly adviser data and the state compilation feed. Owners and control persons are summarized, never named.
Websites listed on Form ADV
Item 1.ISource: Form ADV, as of October 2026. Values appear as filed; a value the firm did not report is shown as "Not reported."
Cite this page
AdvisorCensus. AWM Global Advisors (CRD 159094): Form ADV filing data as of October 2026. https://advisorcensus.com/firm/awm-global-advisors-san-diego-ca-159094