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| Capital A Wealth Management LLC
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|---|---|
| CRD # | 328863 |
| SEC # | 801-129086 |
| CIK # | 0002055297 |
| AUM | 612.9 M (2026-04-24) |
| Employees | 21 (52% Investors, 19% Brokers) |
| Phone | 724-658-4211 |
| Address | 8050 Rowan Road Cranberry Twp, PA 16066 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.6 | ||
| Apple Inc | 0.6 | ||
| Microsoft Corp | 0.5 | ||
| Amazon Com Inc | 0.3 | ||
| Alphabet Inc | 0.3 | ||
| Broadcom Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| J P Morgan Chase & Co | 0.1 | ||
| Johnson & Johnson | 0.1 | ||
| Cisco Systems Inc | 0.1 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,004 | 264.9 |
| (b) Individuals (high net worth individuals) | 139 | 301.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 14 | 33.1 |
| (h) Charitable organizations | 0 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 5 | 12.8 |
| (n) Other | 0 | 0.0 |
| Total | 2,839 | 612.9 |
| By Discretionary | ||
| Discretionary | 2,839 | 612.9 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,839 | 612.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 612.9 | |
| Total | 2,839 | 612.9 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002055297] | |
| 13F-NT | [0002055297] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Mystic Asset Management Inc
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|
RI | 614.6 M |
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ZEGA Investments LLC
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Safe Harbor Family Capital LLC
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Auctus Advisors LLC
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|
Private Wealth Management Group LLC
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|
Wealth Watch Advisors Inc
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CO | 612.4 M |
|
Quartz Partners LLC
✚
|
NY | 611.9 M |
|
Highmark Wealth Management LLC
✚
|
MN | 611.7 M |
|
Steffes Financial Ltd
✚
|
KS | 611.5 M |
|
Arbor Trust Wealth Advisors LLC
✚
|
MI | 611.4 M |