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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