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Building 2CAPITAL WEALTH ALLIANCE, LLC

Map pinSCOTTSDALE, AZ
Phone480-948-7590
NotebookSEC #801-113992
Total AUM
$300.3M
Employees
5
Clients
348

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
17015 NORTH SCOTTSDALE ROAD
SUITE 250
SCOTTSDALE
AZ 85255
United States
Operating Hours
7:00 AM - 4:00 PM
Monday - Friday
Phone
480-948-7590

ReceiptFinancials

Total AUM
$300.3M
Accounts
861
Discretionary
$299.3M
Accounts
852
Non-Discretionary
$962.8K
Accounts
9

ContactClients

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Individual Clients
289
AUM
$79M
HNW Individual Clients
59
AUM
$221.3M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLILMNNENHNJNYTXWA

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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