# AWM Global Advisors > AWM Global Advisors is an independent, SEC-registered fiduciary wealth management firm headquartered in San Diego, California. We provide comprehensive wealth management services to individuals, families, business owners, and international clients. ## About AWM Global Advisors AWM Global Advisors LLC is an SEC-registered investment advisory firm operating under a fiduciary standard. Founded by Ali Alsari, the firm is headquartered at Symphony Towers, 750 B Street, Suite 2850, San Diego, CA 92101. AWM is completely independent — not affiliated with any bank, brokerage, insurance company, or mutual fund family. The firm was ranked by AdvisoryHQ as one of the Top 10 Wealth Advisors in San Diego. ## Contact Information - Phone: (619) 225-7600 - Email: awm@awmga.com - Address: 750 B Street, Suite 2850, San Diego, CA 92101 - Website: https://www.awmga.com ## Services - Wealth Management & Financial Planning - Investment Management (evidence-based, low-cost, diversified) - Retirement Planning & Income Distribution - Tax Planning & Optimization - Trust & Estate Planning - Insurance & Risk Management - Business Owner Solutions (Cash Balance Plans, 401(k), Succession Planning) - International & Cross-Border Financial Planning (FATCA, FBAR, CRS) - Medical Professional & Physician Financial Planning ## Team - Ali Alsari — CEO & Chief Investment Officer, 20+ years in global wealth management ## Key Facts - SEC-registered RIA (Registered Investment Adviser) - 100% fiduciary — legally obligated to act in clients' best interest - Independent — no proprietary products, no commissions, no selling agreements - Evidence-based investment philosophy using institutional-quality funds and ETFs - Minimum account size applies - Serves clients locally in San Diego and nationwide, plus international clients worldwide - Expertise in cross-border tax planning, FBAR/FATCA compliance, wealth migration - Cash balance plan design for high-earning professionals and business owners - ERISA fiduciary 401(k) plan management for small and mid-sized businesses ## Pages - Homepage: https://www.awmga.com/awm - About: https://www.awmga.com/awm/about - Services: https://www.awmga.com/awm/wealth-management - Investment Management: https://www.awmga.com/awm/investment-management - Retirement Planning: https://www.awmga.com/awm/retirement-planning - Tax Planning: https://www.awmga.com/awm/tax-planning - Trust & Estate: https://www.awmga.com/awm/trust-estate - Insurance: https://www.awmga.com/awm/insurance - Our Approach: https://www.awmga.com/awm/approach - Team: https://www.awmga.com/awm/team - US Clients: https://www.awmga.com/awm/us-clients - Business Owners: https://www.awmga.com/awm/business-owners - Succession Planning: https://www.awmga.com/awm/succession-planning - Cash Balance Plans: https://www.awmga.com/awm/cash-balance-plans - 401(k) Plans: https://www.awmga.com/awm/401k-plans - Medical Professionals: https://www.awmga.com/awm/medical-professionals - International Clients: https://www.awmga.com/awm/international-clients - Risk Assessment: https://www.awmga.com/awm/risk-assessment - Insights: https://www.awmga.com/awm/insights - Knowledge Center: https://www.awmga.com/awm/knowledge-center - FAQ: https://www.awmga.com/awm/faq - Contact: https://www.awmga.com/awm/contact - Disclosures: https://www.awmga.com/awm/disclosures