Ali Alsari
AWM Global Advisors · San Diego, California
Ali Alsari is a fee-only financial advisor at AWM Global Advisors in San Diego, California. Ali focuses on retirement planning, tax planning and estate & legacy planning. AWM Global Advisors reports charging a percentage of assets on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- High earners
Facts
| Firm | AWM Global Advisors |
|---|---|
| Based in | San Diego, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $59.2M across 119 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2416464 |
| Exams passed | Series 63 (1994) · Series 65 (1994) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.awmga.com |
| Profile |
How Ali's firm compares
- AWM Global Advisors's average account is about $497,000, from its Form ADV (assets managed divided by 119 accounts).
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Questions about Ali
Is Ali Alsari a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ali holds no broker registration, and AWM Global Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ali charge for financial advice?
Ali's firm, AWM Global Advisors, reports charging a percentage of assets on its SEC Form ADV.
Where is Ali Alsari based?
Ali Alsari is based in San Diego, California.
What does Ali specialize in?
Ali's specialties include retirement planning, tax planning and estate & legacy planning. Ali works with retirees, pre-retirees and high earners.
Is Ali Alsari registered with the SEC?
Yes. Ali Alsari is registered as an investment adviser representative in TX (CRD 2416464), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does AWM Global Advisors manage?
AWM Global Advisors reports $59.2M across 119 accounts in assets under management.
How do I contact Ali Alsari?
Through Ali's website, www.awmga.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- AWM Global Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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