CAPITAL A WEALTH MANAGEMENT

Legal name: CAPITAL A WEALTH MANAGEMENT, LLC

CRD 328863File 801-129086

APPROVED

Retail clients

Filing as of Apr 24, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$612.9M

Above cohort median (national)

Discretionary AUM

$612.9M

Clients

1,162

2,839 accounts

Employees

Above cohort median in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Nov 22, 2023
Principal office: 8050 ROWAN ROAD, SUITE 401, CRANBERRY TWP., PA, 16066
Phone: 724-658-4211
Website: https://capitalainvestments.com/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $612.9M
Discretionary AUM: $612.9M
Non-discretionary AUM: $0
Discretionary accounts: 2,839
Non-discretionary accounts: 0
Total accounts: 2,839
AUM per client: $527K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$12.8M
Charitable organizations	Fewer than 5	$174K
High net worth individuals	139	$301.8M
Pension and profit sharing plans	14	$33.1M
Individuals (other than high net worth individuals)	1,004	$264.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for other
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

This 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.