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| Happy Holidays!! thanks for using AUM13F!! |
| Capital A Wealth Management LLC
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|---|---|
| CRD # | 328863 |
| SEC # | 801-129086 |
| CIK # | 0002055297 |
| AUM | $412.3 M (2025-07-23) |
| Employees | 19 (47% Investors, 26% Brokers) |
| Phone | 724-658-4211 |
| Address | 8050 Rowan Road Cranberry Twp, PA 16066 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 2.8 | ||
| World Currency Gold Trust | 2.3 | ||
| Amazon Com Inc | 1.3 | ||
| Microsoft Corp | 1.3 | ||
| Nvidia Corp | 1.0 | ||
| Intuitive Surgical Inc | 1.0 | ||
| UnitedHealth Group Inc | 0.6 | ||
| McGraw-hill Companies Inc | 0.6 | ||
| Alphabet Inc | 0.5 | ||
| VISA Inc | 0.5 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 796 | 243.5 |
| (b) Individuals (high net worth individuals) | 70 | 126.5 |
| (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 | 46 | 12.6 |
| (h) Charitable organizations | 0 | 0.1 |
| (i) State or municipal government entities | 0 | 28.7 |
| (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 | 0 | 0.9 |
| (n) Other | 0 | 0.0 |
| Total | 2,092 | 412.3 |
| By Discretionary | ||
| Discretionary | 2,092 | 412.3 |
| Non-Discretionary | 0 | 0.0 |
| Total | 2,092 | 412.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 412.3 | |
| Total | 2,092 | 412.3 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002055297] |
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|---|---|---|
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Encompass Wealth Advisors LLC
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OR | 0.4 |
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NE | 0.4 |
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Equita Financial Network Inc
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PA | 0.4 |
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Macdougall Financial Counseling
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Castle Coast Wealth LLC
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CA | 0.4 |
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Nova R Wealth Inc
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KS | 0.4 |
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Adirondack Financial Services Corp
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NY | 0.4 |
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JGHendricks Financial Services LLC
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IL | 0.4 |
|
First City Capital Management Inc
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GA | 0.4 |
|
Joule Financial LLC
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KY | 0.4 |