Capital Wealth Alliance, LLC
Capital Wealth Alliance, LLC is an SEC-registered mass-market adviser in Scottsdale, AZ with $300.3M assets under management (AUM, regulatory AUM), +36% over one year. See who owns Capital Wealth Alliance, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 298257, SEC 801-113992, data through 2026-03-09.
- AUM (assets under management / regulatory AUM)
- $300.3M (2026-03-09)
- Firm type
- Mass-Market Adviser
- Location
- Scottsdale, AZ
- Employees
- 5
- Clients
- 348
- CRD
- 298257
- Ownership
- Wong, Robert, D; MERICAN, RICHARD, GARY; SMITH, CURTIS, LEE; CARMAN, BRENT, MICHAEL; WONG, ROBERT, DOUGLAS
How much AUM does Capital Wealth Alliance, LLC have?
Capital Wealth Alliance, LLC reported $300.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-09).
Who owns Capital Wealth Alliance, LLC?
Disclosed owners and executives of Capital Wealth Alliance, LLC include Wong, Robert, D, MERICAN, RICHARD, GARY, SMITH, CURTIS, LEE, CARMAN, BRENT, MICHAEL, WONG, ROBERT, DOUGLAS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.