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Capital a Wealth Management, LLC

● SEC registered since 2023CRD 328863SEC# 801-129086Cranberry Twp., PA
Export (members)
Reg. AUM
$412.3M
Employees
19
Accounts
2,092
Location
Cranberry Twp., PA

Capital a Wealth Management, LLC assets under management

Capital a Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Cranberry Twp., PA. The firm has been registered since 2023. It reports $412.3 million in regulatory assets under management and employs 19 people.

Capital a Wealth Management, LLC owners & executives

4 reported
NameTitleOwnershipSince
Brandon Michael Domenick ControlManaging Member, Cco5-10%2023
David Albert Domenick ControlManaging Member50-75%2023
David Albert Domenick ControlManaging Member5-10%2023
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Frequently asked questions

How much does Capital a Wealth Management, LLC manage?

Capital a Wealth Management, LLC reports $412.3 million in regulatory assets under management on its Form ADV.

How many employees does Capital a Wealth Management, LLC have?

Capital a Wealth Management, LLC reports 19 employees.

Where is Capital a Wealth Management, LLC located?

Capital a Wealth Management, LLC is based in Cranberry Twp., PA and has been SEC-registered since 2023.

Does Capital a Wealth Management, LLC disclose fund performance?

Capital a Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address8050 Rowan Road, Suite 401, Cranberry Twp., PA 16066
Phone724-658-4211
Office hours8:00 a.m.- 5:00 p.m.
SEC regionPhiladelphia Regional Office (PLRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$412.3M
Non-discretionary$0
Total (RAUM)$412.3M