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Graham Capital Wealth Management, LLC

● SEC registered since 2019CRD 281772SEC# 801-115029Washington, DC
Export (members)
Reg. AUM
$225.9M
Employees
7
Accounts
1,177
Location
Washington, DC

Graham Capital Wealth Management, LLC assets under management

Graham Capital Wealth Management, LLC is an SEC-registered investment adviser based in Washington, DC. The firm has been registered since 2019. It reports $225.9 million in regulatory assets under management and employs 7 people.

Graham Capital Wealth Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Alex Joseph Graham ControlContractorUnder 5%2016
Ssa Holding Company, LLC ControlSole Member Of Graham Capital Wealth Management, LlcOver 75%2015
Stash John Graham ControlManaging Member And Chief Compliance OfficerUnder 5%2015
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Frequently asked questions

How much does Graham Capital Wealth Management, LLC manage?

Graham Capital Wealth Management, LLC reports $225.9 million in regulatory assets under management on its Form ADV.

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

Graham Capital Wealth Management, LLC reports 7 employees.

Where is Graham Capital Wealth Management, LLC located?

Graham Capital Wealth Management, LLC is based in Washington, DC and has been SEC-registered since 2019.

Does Graham Capital Wealth Management, LLC disclose fund performance?

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

Contact & registration

Address1120 Connecticut Ave. NW, Suite 1021, Washington, DC 20036
Phone202-780-7726
Fax(202) 836-7732
Office hours9:00a.m. To 5:00p.m. Est
SEC regionPhiladelphia Regional Office (PLRO)
CIK1907528
Discloses disciplinary historyNo

Assets under management

Discretionary$225.9M
Non-discretionary$0
Total (RAUM)$225.9M