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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Wealth Alliance LLC
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| CRD # | 298257 |
| SEC # | 801-113992 |
| CIK # | 0001803277 |
| AUM | $220.5 M (2025-03-05) |
| Employees | 5 (60% Investors, 40% Brokers) |
| Phone | 480-948-7590 |
| Address | 17015 North Scottsdale Road Scottsdale, AZ 85255 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001803277 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Sprott Physical Silver Trust | 30.0 | ||
| Sprott Physical Gold Trust | 24.7 | ||
| MicroStrategy Inc | 17.8 | ||
| Powershares DB Agriculture Fund | 5.1 | ||
| MERK Gold Trust | 4.7 | ||
| Sprott Physical Gold & Silver Trust | 4.0 | ||
| iShares Bitcoin Trust | 3.8 | ||
| Gamco Natural Resources Gold & Income Trust | 2.3 | ||
| Bitwise Bitcoin ETF | 1.6 | ||
| Lennox International Inc | 1.5 | ||
| Gamco Global Gold Natural Resources & Income Trust | 1.4 | ||
| Amazon Com Inc | 1.3 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 312 | 78.3 |
| (b) Individuals (high net worth individuals) | 41 | 142.1 |
| (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 | 881 | 220.5 |
| By Discretionary | ||
| Discretionary | 881 | 220.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 881 | 220.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 220.5 | |
| Total | 881 | 220.5 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001803277] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Conquis Financial LLC
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|
CA | 0.2 |
|
The Jenkins Financial Group Inc
✚
|
GA | 0.2 |
|
Snowcap Capital Management LLC
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|
TX | 0.2 |
|
ROI Financial Advisors LLC
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|
OR | 0.2 |
|
1492 Capital Management LLC
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|
WI | 0.2 |
|
Asset Management for Professionals Inc
✚
|
WI | 0.2 |
|
Walser Wealth Management Company A Limited Liability Company
✚
|
FL | 0.2 |
|
Banyan Capital Management Inc
✚
|
GA | 0.2 |
|
Cap Partners LLC
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|
TN | 0.2 |
|
Defined Wealth Management LLC
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|
OR | 0.2 |