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| Capital Wealth Alliance LLC
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| |
|---|---|
| CRD # | 298257 |
| SEC # | 801-113992 |
| CIK # | 0001803277 |
| AUM | $235.5 MM (2024-08-06) |
| Employees | 9 (44% Investors, 44% Brokers) |
| Phone | 480-948-7590 |
| Address | 17015 North Scottsdale Road Scottsdale, AZ 85255 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| PSLV | 21.7 | ||
| PHYS | 16.6 | ||
| ABT | 187,298.3 | 7.6 | |
| MSTR | 2,102.7 | 6.0 | |
| DBA | 5.9 | ||
| ABBV | 269,466.6 | 4.0 | |
| OUNZ | 3.3 | ||
| AAPL | 2,382,844.0 | 2.8 | |
| CEF | 2.7 | ||
| UGA | 2.7 | ||
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 460 | 154.1 |
| (b) Individuals (high net worth individuals) | 39 | 81.4 |
| (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 | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (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 | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,348 | 235.5 |
| By Discretionary | ||
| Discretionary | 1,348 | 235.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,348 | 235.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 235.5 | |
| Total | 1,348 | 235.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001803277] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Journey Financial Group Inc
✚
|
IL | 0.2 |
|
Sanctuary Wealth Advisors LLC
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|
CO | 0.2 |
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Accordant Advisory Group Inc
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MD | 0.2 |
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Nautilus Advisors LLC
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CA | 0.2 |
|
Bradley Wealth LLC
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AZ | 0.2 |
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American Retirement Planning Group Inc
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NV | 0.2 |
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Auspicious Financial Planning LLC
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CA | 0.2 |
|
Tandemgrowth Financial Advisors LLC
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GA | 0.2 |
|
RP Boggs & Co
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SC | 0.2 |
|
Monere Wealth Management Inc
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|
IL | 0.2 |