CAPITAL WEALTH ALLIANCE, LLC
CRD #298257 SEC #801-113992 SCOTTSDALE, AZ 480-948-7590
SEC Registered
Total AUM
$220.5M
Discretionary
$220.5M
Employees
5
Clients
10
Accounts
881
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $220.5M | $220.5M | $0 | 5 | 0 |
| Nov 2024 | $235.5M | $235.5M | $0 | 9 | 0 |
| Nov 2024 | $235.5M | $235.5M | $0 | 9 | 0 |
| Aug 2024 | $235.5M | $235.5M | $0 | 9 | 0 |
| Jun 2024 | $235.5M | $235.5M | $0 | 9 | 0 |
| May 2024 | $235.5M | $235.5M | $0 | 9 | 0 |
| Mar 2024 | $235.5M | $235.5M | $0 | 9 | 0 |
| Feb 2024 | $235.5M | $235.5M | $0 | 9 | 0 |
| Mar 2023 | $218.2M | $218.2M | $0 | 7 | 1 |
| Dec 2022 | $266.3M | $266.3M | $0 | 9 | 0 |
| Oct 2022 | $266.3M | $266.3M | $0 | 9 | 0 |
| May 2022 | $266.3M | $266.3M | $0 | 9 | 0 |
| Apr 2022 | $266.3M | $266.3M | $0 | 9 | 0 |
| Mar 2022 | $266.3M | $266.3M | $0 | 9 | 0 |
| May 2021 | $242.3M | $242.3M | $0 | 11 | 0 |
| Mar 2021 | $242.3M | $242.3M | $0 | 11 | 0 |
| Mar 2021 | $242.3M | $242.3M | $0 | 11 | 0 |
| Oct 2020 | $159.8M | $159.8M | $0 | 10 | 1 |
| Oct 2020 | $159.8M | $159.8M | $0 | 10 | 1 |
| Aug 2020 | $159.8M | $159.8M | $0 | 10 | 1 |
| Jul 2020 | $159.8M | $159.8M | $0 | 10 | 1 |
| Jul 2020 | $159.8M | $159.8M | $0 | 8 | 1 |
| Jul 2020 | $159.8M | $159.8M | $0 | 8 | 1 |
| May 2020 | $159.8M | $159.8M | $0 | 8 | 1 |
| Feb 2020 | $159.8M | $159.8M | $0 | 8 | 1 |
| Aug 2019 | $143.4M | $143.4M | $0 | 7 | 5 |
| Apr 2019 | $143.4M | $143.4M | $0 | 7 | 5 |
| Mar 2019 | $143.4M | $143.4M | $0 | 7 | 5 |
| Dec 2018 | $116.3M | $116.3M | $0 | 7 | 50 |
| Aug 2018 | $0 | $0 | $0 | 7 | 0 |
DateMar 2025
Total AUM$220.5M
Discretionary$220.5M
Non-Disc.$0
Employees5
Clients0
DateNov 2024
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees9
Clients0
DateNov 2024
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees9
Clients0
DateAug 2024
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees9
Clients0
DateJun 2024
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees9
Clients0
DateMay 2024
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2024
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees9
Clients0
DateFeb 2024
Total AUM$235.5M
Discretionary$235.5M
Non-Disc.$0
Employees9
Clients0
DateMar 2023
Total AUM$218.2M
Discretionary$218.2M
Non-Disc.$0
Employees7
Clients1
DateDec 2022
Total AUM$266.3M
Discretionary$266.3M
Non-Disc.$0
Employees9
Clients0
DateOct 2022
Total AUM$266.3M
Discretionary$266.3M
Non-Disc.$0
Employees9
Clients0
DateMay 2022
Total AUM$266.3M
Discretionary$266.3M
Non-Disc.$0
Employees9
Clients0
DateApr 2022
Total AUM$266.3M
Discretionary$266.3M
Non-Disc.$0
Employees9
Clients0
DateMar 2022
Total AUM$266.3M
Discretionary$266.3M
Non-Disc.$0
Employees9
Clients0
DateMay 2021
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees11
Clients0
DateMar 2021
Total AUM$242.3M
Discretionary$242.3M
Non-Disc.$0
Employees11
Clients0
DateOct 2020
Total AUM$159.8M
Discretionary$159.8M
Non-Disc.$0
Employees10
Clients1
DateOct 2020
Total AUM$159.8M
Discretionary$159.8M
Non-Disc.$0
Employees10
Clients1
DateAug 2020
Total AUM$159.8M
Discretionary$159.8M
Non-Disc.$0
Employees10
Clients1
DateJul 2020
Total AUM$159.8M
Discretionary$159.8M
Non-Disc.$0
Employees10
Clients1
DateJul 2020
Total AUM$159.8M
Discretionary$159.8M
Non-Disc.$0
Employees8
Clients1
DateJul 2020
Total AUM$159.8M
Discretionary$159.8M
Non-Disc.$0
Employees8
Clients1
DateMay 2020
Total AUM$159.8M
Discretionary$159.8M
Non-Disc.$0
Employees8
Clients1
DateFeb 2020
Total AUM$159.8M
Discretionary$159.8M
Non-Disc.$0
Employees8
Clients1
DateAug 2019
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees7
Clients5
DateApr 2019
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees7
Clients5
DateMar 2019
Total AUM$143.4M
Discretionary$143.4M
Non-Disc.$0
Employees7
Clients5
DateDec 2018
Total AUM$116.3M
Discretionary$116.3M
Non-Disc.$0
Employees7
Clients50
DateAug 2018
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees7
Clients0