← Back to searchVisit website
CAPITAL A WEALTH MANAGEMENT
CAPITAL A WEALTH MANAGEMENT, LLC
CRD 328863 · SEC 801-129086
8050 ROWAN ROAD, SUITE 401, CRANBERRY TWP., PA, 16066, United States
Phone
724-658-4211
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$612.9M
Discretionary AUM
$612.9M
Team
21 total employees; 11 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersCONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 1004 | $264.9M |
| High net worth individuals | 139 | $301.8M |
| Pension/profit sharing plans | 14 | $33.1M |
| Corporations/business entities | 5 | $12.8M |
States served
AZ, LA, NY, OH, PA, SC, WV, TX, FL
All web addresses on file
- https://capitalainvestments.com/
- https://retirereadypa.com
- https://retireoffer.com
- https://twitter.com/CapitalAWealth
- https://www.facebook.com/CapitalAWealth
- https://www.linkedin.com/company/capital-a-financial-insurance-associates/
- https://www.instagram.com/capitalawealth/
- https://www.youtube.com/channel/UCSDtkCXF4hFWVU98CPB6CPA
Official SEC filing: View on IAPD