Overview
Assets Under Management: $220 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 41
Average Client Assets: $3 million
Frequently Asked Questions
CAPITAL WEALTH ALLIANCE, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #298257), CAPITAL WEALTH ALLIANCE, LLC is subject to fiduciary duty under federal law.
CAPITAL WEALTH ALLIANCE, LLC is headquartered in SCOTTSDALE, AZ.
CAPITAL WEALTH ALLIANCE, LLC serves 41 high-net-worth clients according to their SEC filing dated March 05, 2025. View client details ↓
According to their SEC Form ADV, CAPITAL WEALTH ALLIANCE, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CAPITAL WEALTH ALLIANCE, LLC manages $220 million in client assets according to their SEC filing dated March 05, 2025.
According to their SEC Form ADV, CAPITAL WEALTH ALLIANCE, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 41
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 64.47
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 881
Discretionary Accounts: 881
Regulatory Filings
CRD Number: 298257
Last Filing Date: 2025-03-05 00:00:00
Website: https://capitalwealthalliance.com