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| Capital Wealth Alliance LLC
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| CRD # | 298257 |
| SEC # | 801-113992 |
| CIK # | 0001803277 |
| AUM | 300.3 M (2026-03-09) |
| Employees | 5 (60% Investors, 40% Brokers) |
| Fees | |
| Minimum | |
| Phone | 480-948-7590 |
| Address | 17015 North Scottsdale Road Scottsdale, AZ 85255 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Silver Trust | 54.1 | ||
| Sprott Physical Gold Trust | 33.9 | ||
| MicroStrategy Inc | 6.8 | ||
| MERK Gold Trust | 6.6 | ||
| Powershares DB Agriculture Fund | 4.0 | ||
| iShares Bitcoin Trust | 3.7 | ||
| Gamco Natural Resources Gold & Income Trust | 2.9 | ||
| Amazon Com Inc | 1.7 | ||
| Gamco Global Gold Natural Resources & Income Trust | 1.5 | ||
| Microsoft Corp | 1.4 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 289 | 79.0 |
| (b) Individuals (high net worth individuals) | 59 | 221.3 |
| (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 | 861 | 300.3 |
| By Discretionary | ||
| Discretionary | 852 | 299.3 |
| Non-Discretionary | 9 | 1.0 |
| Total | 861 | 300.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 300.3 | |
| Total | 861 | 300.3 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001803277] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 1 |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Cauble & Harre Wealth Management Inc
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MO | 300.6 M |
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Transition Financial Advisors Group LLC
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Cathy Pareto and Associates Inc
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Birchcreek Wealth Management LLC
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|
Monterey Wealth Partners LLC
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GA | 300.1 M |
|
Capital West Partners LLC
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|
AZ | 300.0 M |
|
Silver Oak Wealth Advisors Services LLC
✚
|
CA | 300.0 M |