Capital Wealth Investments
Capital Wealth Investments is an SEC-registered mass-market adviser in Scranton, PA with $423.0M assets under management (AUM, regulatory AUM), +6% over one year. See who owns Capital Wealth Investments: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311698, SEC 801-120008, data through 2026-02-23.
- AUM (assets under management / regulatory AUM)
- $423.0M (2026-02-23)
- Firm type
- Mass-Market Adviser
- Location
- Scranton, PA
- Employees
- 3
- Clients
- 469
- CRD
- 311698
- Ownership
- GALDIERI KOSIBA, SANDRA, JEAN; ZULLO, TRACY, AARON
How much AUM does Capital Wealth Investments have?
Capital Wealth Investments reported $423.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-23).
Who owns Capital Wealth Investments?
Disclosed owners and executives of Capital Wealth Investments include GALDIERI KOSIBA, SANDRA, JEAN, ZULLO, TRACY, AARON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.