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CAPITAL WEALTH ALLIANCE, LLC
CRD 298257File 801-113992
APPROVED
Retail clients
Filing as of Aug 1, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$300.3M
Below cohort median (national)
Discretionary AUM
$299.3M
Non-discretionary $963K
Clients
348
861 accounts
Employees
5
Above cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Sep 13, 2018
- Principal office
- 17015 NORTH SCOTTSDALE ROAD, SUITE 250, SCOTTSDALE, AZ, 85255
- Phone
- 480-948-7590
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $300.3M
- Discretionary AUM
- $299.3M
- Non-discretionary AUM
- $963K
- Discretionary accounts
- 852
- Non-discretionary accounts
- 9
- Total accounts
- 861
- AUM per client
- $863K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 59 | $221.3M |
| Individuals (other than high net worth individuals) | 289 | $79.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
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.