Capital A Wealth Management

RIASEC Registered

Total AUM

$613M

Discretionary

$613M

100% of AUM

Avg account

$216K

Accounts

2,839

Employees

Advisory reps

Firm details

Headquarters: Cranberry Township, Pennsylvania
CRD number: 328863
Registered since: November 22, 2023
Website: capitalainvestments.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI49.25%
Individuals43.22%
Pension & Profit Sharing Plans5.41%
Corporations / Businesses2.1%
Charitable Organizations0.03%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Capital A Wealth Management is an independent, individual-owned RIA that registered with the SEC in 2023. The firm acts as a capital allocator for both individual/family and institutional clients, offering financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers. Its fee menu includes percentage-of-AUM billing as well as hourly and fixed-fee arrangements. The firm lists accountant and insurance company relationships among its industry affiliations.