Investment adviser · CRD 328863
CAPITAL A WEALTH MANAGEMENT
Investment adviser filing (IA)
CAPITAL A WEALTH MANAGEMENT, LLC
CRANBERRY TWP., PA, United States · Form ADV filed Apr 24, 2026
- Regulatory AUM
- $613M Form ADV · Item 5.F
- Client accounts
- 2,839 Accounts, not individual clients
- Employees
- 21 Reported in this filing
- Advisory professionals
- 11 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| High-net-worth individuals | 139 | $301,836,090 | 49.2% |
| Individuals | 1,004 | $264,905,279 | 43.2% |
| Retirement plans | 14 | $33,136,861 | 5.4% |
| Corporations & businesses | 5 | $12,843,899 | 2.1% |
| Charities | Fewer than 5 | $174,215 | 0.0% |
Filing source
Form ADV 2097990 · Apr 24, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Apr 24, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management · Pension consulting · Selection of other advisers
Compensation
Percentage of assets · Hourly · Fixed
Principal office
8050 ROWAN ROAD, SUITE 401CRANBERRY TWP., PA, 16066, United States
CRD 328863
Filing source
Form ADV 2097990 · Apr 24, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.