ALSARI WEALTH MANAGEMENT GLOBAL ADVISORS, LLC
B59
CRD 159094·SEC 801-72824·SAN DIEGO, CA
AUM
$59.2M
$25M-$100M
Est. Revenue
$592K
@ 1% on AUM
Est. EBITDA
$177K
@ 30% margin
Est. Deal Value
$1.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $139.0M
'21 · $136.8M
'22 · $120.0M
'23 · $103.6M
'25 · $90.5M
'26 · $59.2M
'20'26
$139.0M → $59.2M▼ -57%
Client mix
| Individuals Other | 52 |
| Individuals High Net Worth | 14 |
| Corporations | 4 |
| Pension Profit Sharing Plans | 1 |
| Charitable Organizations | 1 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 4 advisors
'22 · 5 advisors
'23 · 4 advisors
'25 · 3 advisors
'26 · 3 advisors
'20'26
5 advisors → 3 advisors▼ -40%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (9)
Everything else we've pulled for this record, not yet curated into a section.