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CAPITAL WEALTH ALLIANCE, LLC
17015 North Scottsdale Road
Suite 250
Scottsdale, Arizona 85255
Tel: 480-948-7590
About CAPITAL WEALTH ALLIANCE, LLC
CAPITAL WEALTH ALLIANCE, LLC, formally registered with the SEC as CAPITAL WEALTH ALLIANCE, LLC. The firm was established in 09/13/2018. They have over 1 offices throughout the country.
CAPITAL WEALTH ALLIANCE, LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $220,462,774 assets under management, offering retirement planning & investment advisory services to 881 clients. The firm is staffed with 5 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 298257 |
| SEC# | 801-113992 |
| Assets Managed by Firm | $220,462,774 |
| No. of Clients | 881 |
| No. of Advisors | 5 |
Fee Structure
- A percentage of AUM
- Hourly charges
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 881 | $220,462,774 |
| Individuals (other than high net worth individuals) | 312 | $78,321,496 |
| High net worth individuals | 41 | $142,141,278 |
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