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CAPITAL A WEALTH MANAGEMENT
CRANBERRY TWP., PA
724-658-4211
SEC #801-129086Total AUM
$612.9M
Employees
21Clients
1,163Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
8050 ROWAN ROAD
SUITE 401
CRANBERRY TWP.
PA 16066
United States
SUITE 401
CRANBERRY TWP.
PA 16066
United States
Operating Hours
8:30 AM- 4:30 PM
Monday - Friday
Monday - Friday
Phone
724-658-4211
Other Offices
4
Financials
Total AUM
$612.9M
Accounts
2,839Discretionary
$612.9M
Accounts
2,839Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
1,004AUM
$264.9M
HNW Individual Clients
139AUM
$301.8M
Pension/Profit Sharing Plan Clients
14AUM
$33.1M
Charitable Organization Clients
1AUM
$174.2K
Corporation or Business Clients
5AUM
$12.8M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementOther ServicesPension Consulting
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AZFLLANYOHPASCTXWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.