# AWM Global Advisors

> 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.

- CRD: 159094
- Filed as: AWM GLOBAL ADVISORS
- Legal name: Alsari Wealth Management Global Advisors, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: San Diego, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/159094
- AdvisorCensus page: https://advisorcensus.com/firm/awm-global-advisors-san-diego-ca-159094

## Quick answers

**How 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

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $1,000,000 (the brochure says it may be waived or negotiated)

> 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 brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Interactive Brokers LLC

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.

### Regulatory assets under management (Item 5.F)
- Total: $59,156,389
- Discretionary: $59,156,389
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 52 | $3,000,000 |
| High net worth individuals | 14 | $48,689,838 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $853,131 |
| Charitable organizations | 1 | $663,420 |
| Insurance companies | 1 | $950,000 |
| Corporations or other businesses not listed above | 4 | $5,000,000 |

### 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)

### Firm details
- Registered since: 2011 (14 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- awmga.com
- Facebook @AWMGLOBALADVISORS
- LinkedIn @awm-global-advisors
- X @AWM_ADVISORS

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $120,000,000 | 5 | July 9, 2021 |
| October 2022 | $103,633,443 | 4 | March 25, 2022 |
| October 2023 | $103,375,307 | 5 | March 9, 2023 |
| October 2024 | $90,872,487 | 4 | March 28, 2024 |
| October 2025 | $90,545,310 | 4 | March 31, 2025 |
| October 2026 | $59,156,389 | 4 | March 31, 2026 |

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.

## 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).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. AWM Global Advisors (CRD 159094): Form ADV filing data as of October 2026.