CRANBERRY TWP., PACRD 328863Latest ADV April 24, 2026
Capital A Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Cranberry Twp., PA. Its latest Form ADV filing, dated April 24, 2026, reports $613M in regulatory assets under management, 21 employees, 4 offices, and 2,839 accounts.
Assets Under Management
$613M
Employees
21
Offices
4 offices
Total Clients
1,162
Primary office
CRANBERRY TWP., PA
8050 ROWAN ROAD, SUITE 401, CRANBERRY TWP., PA, United States
Top client segmentIndividuals represent 86.4% of total clients.
Top client categories% of clientsClients
1
Individuals
86.4%
1,004
2
HNWI
12.0%
139
3
Pension Plans
1.2%
14
4
Corporations
0.4%
5
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$613Mas of April 24, 2026
Discretionary100.0%
$613M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$613M
Total Accounts2,839
10Y AUM Change+$613M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees21
Clients per Employee55:1
10Y Employee Change+10 (+90.9%)
* 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.