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CAPITAL ALLIANCE WEALTH MANAGEMENT
CAPITAL ALLIANCE WEALTH MANAGEMENT, LLC
CRD 315548
4079 DE ZAVALA RD, SAN ANTONIO, TX, 78249, United States
Phone
210-460-6677
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$32.4M
Discretionary AUM
$32.4M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 3 | $700K |
| High net worth individuals | 10 | $29.0M |
| Corporations/business entities | 2 | $2.7M |
All web addresses on file
Official SEC filing: View on IAPD