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CAPITAL WEALTH ALLIANCE, LLC
CRD 298257 · SEC 801-113992
17015 NORTH SCOTTSDALE ROAD, SUITE 250, SCOTTSDALE, AZ, 85255, United States
Phone
480-948-7590
Fax
480-948-6998
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$300.3M
Discretionary AUM
$299.3M
Team
5 total employees; 3 advisory reps; 1 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-09
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 289 | $79.0M |
| High net worth individuals | 59 | $221.3M |
States served
AZ, CA, CO, IL, MN, NE, NJ, NY, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD