Capital Wealth Alliance, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 9, 2026, reports $300M in regulatory assets under management, 5 employees, and 861 accounts.
Assets Under Management
$300M
Employees
5
Offices
--
Total Clients
348
Primary office
SCOTTSDALE, AZ
17015 NORTH SCOTTSDALE ROAD, SUITE 250, SCOTTSDALE, AZ, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 83.0% of total clients.
Top client categories% of clientsClients
1
Individuals
83.0%
289
2
HNWI
17.0%
59
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$300Mas of March 9, 2026
Discretionary99.7%
$299M
100% of total RAUM99.7%
Non-discretionary0.3%
$963K
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$300M
Total Accounts861
10Y AUM Change+$300M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee70:1
10Y Employee Change-2 (-28.6%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.