← Directory
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC
CRD 157714File 801-112997
APPROVED
Retail clients
Disclosure events
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$238.1M
Below cohort median (national)
Discretionary AUM
$201.8M
Non-discretionary $36.3M
Clients
614
1,051 accounts
Employees
36
Below cohort median in NJ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Apr 30, 2018
- Principal office
- 10 DRS. JAMES PARKER BLVD, SUITE 202, RED BANK, NJ, 07701
- Phone
- 212-687-5650
- Website
- http://axiows.com
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $238.1M
- Discretionary AUM
- $201.8M
- Non-discretionary AUM
- $36.3M
- Discretionary accounts
- 740
- Non-discretionary accounts
- 311
- Total accounts
- 1,051
- AUM per client
- $388K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 72 | $164.2M |
| Individuals (other than high net worth individuals) | 542 | $73.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- A percentage of assets under your management
Advisory activities
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.