ZULLO INVESTMENT GROUP, INC.
Legal name: CAPITAL WEALTH INVESTMENTS
CRD #311698 SEC #801-120008 SCRANTON, PA 570-543-5255
SEC Registered
Total AUM
$398.5M
Discretionary
$383.2M
Employees
3
Clients
0
Accounts
1,318
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $398.5M | $383.2M | $15.3M | 3 | 0 |
| Feb 2025 | $398.5M | $383.2M | $15.3M | 3 | 0 |
| Mar 2024 | $328.3M | $315.1M | $13.3M | 3 | 0 |
| Feb 2023 | $256.6M | $245.3M | $11.3M | 3 | 0 |
| Sep 2022 | $265.9M | $265.9M | $0 | 3 | 0 |
| Mar 2022 | $265.9M | $265.9M | $0 | 3 | 0 |
| Mar 2021 | $207.4M | $207.4M | $0 | 2 | 0 |
| Mar 2021 | $207.4M | $207.4M | $0 | 2 | 0 |
| Nov 2020 | $0 | $0 | $0 | 2 | 0 |
DateMay 2025
Total AUM$398.5M
Discretionary$383.2M
Non-Disc.$15.3M
Employees3
Clients0
DateFeb 2025
Total AUM$398.5M
Discretionary$383.2M
Non-Disc.$15.3M
Employees3
Clients0
DateMar 2024
Total AUM$328.3M
Discretionary$315.1M
Non-Disc.$13.3M
Employees3
Clients0
DateFeb 2023
Total AUM$256.6M
Discretionary$245.3M
Non-Disc.$11.3M
Employees3
Clients0
DateSep 2022
Total AUM$265.9M
Discretionary$265.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2022
Total AUM$265.9M
Discretionary$265.9M
Non-Disc.$0
Employees3
Clients0
DateMar 2021
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$207.4M
Discretionary$207.4M
Non-Disc.$0
Employees2
Clients0
DateNov 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees2
Clients0