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CAPITAL WEALTH ALLIANCE, LLC
CAPITAL WEALTH ALLIANCE, LLC
SCOTTSDALE, Arizona
·
3 registered advisors
·
CRD# 298257
SEC# 801-113992
0
480-948-7590
01
Firm Overview
AUM
$236M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
03
Specialties
Financial Planning
Investment Management
04
Advisors at CAPITAL WEALTH ALLIANCE, LLC
3 registered advisors
Brent Michael Carman
SCOTTSDALE, Arizona
CRD# 4809579
Richard Gary Merican
SCOTTSDALE, Arizona
CRD# 2403377
Robert D Wong
SCOTTSDALE, Arizona
CRD# 2508357
05
Office Locations
SCOTTSDALE, Arizona
3 advisors
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Data sourced from SEC Form ADV filings. CAPITAL WEALTH ALLIANCE, LLC (CRD# 298257) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.