SCALEWORKS CAPITAL, LLC

122 East Houston Street
Suite 105
San Antonio, Texas 78205
Tel: 210-544-5409

About SCALEWORKS CAPITAL, LLC

SCALEWORKS CAPITAL, LLC, formally registered with the SEC as SCALEWORKS CAPITAL, LLC. The firm was established in 04/23/2020. They have over 1 offices throughout the country.

SCALEWORKS CAPITAL, LLC is a San Antonio, Texas based Financial Planning firm with nearly $263,477,775 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	306560
SEC#	801-118462
Assets Managed by Firm	$263,477,775
No. of Clients	7
No. of Advisors	13

Fee Structure

A percentage of AUM
Performance Based

Advisory Services Provided

Portfolio management for pooled investment vehicles

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$263,477,775

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