Assets Under Management
$220.5M
Number of Clients
353
Number of Advisors
3
Average Client AUM
$625K
AUM per Advisor
$73.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Capital Wealth Alliance (CWA) provides discretionary portfolio management and financial planning services tailored to client needs. They may use sub-advisers and model portfolios. Financial planning covers a range of advisory services based on individual needs. CWA may recommend insurance products, creating a conflict of interest.
17015 North Scottsdale Road, Suite 250, Scottsdale, AZ, 85255