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SCALEWORKS CAPITAL, LLC

CRD 306560 · SEC 801-118462

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122 EAST HOUSTON STREET, SUITE 105, SAN ANTONIO, TX, 78205, United States

Phone

210-544-5409

Fax

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$198.4M

Discretionary AUM

$198.4M

Team

11 total employees; 7 advisory reps

Clients

Fees

Percentage of AUM; Performance-based fees

Org form

Limited Liability Company

Filing date

2026-03-11

Disciplinary history

No

Services

Portfolio management (pooled vehicles)

Client types

TypeClientsAUM
Pooled investment vehicles5$198.4M

States served

TX

All web addresses on file

Official SEC filing: View on IAPD