CAPITAL A WEALTH MANAGEMENT, LLC
Legal name: CAPITAL A WEALTH MANAGEMENT
CRD #328863 SEC #801-129086 CRANBERRY TWP., PA 724-658-4211
SEC Registered
Total AUM
$412.3M
Discretionary
$412.3M
Employees
19
Clients
0
Accounts
2,092
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $412.3M | $412.3M | $0 | 19 | 0 |
| Jul 2025 | $412.3M | $412.3M | $0 | 19 | 0 |
| Jul 2025 | $412.3M | $412.3M | $0 | 19 | 0 |
| Jun 2025 | $412.3M | $412.3M | $0 | 19 | 0 |
| May 2025 | $412.3M | $412.3M | $0 | 19 | 0 |
| Feb 2025 | $412.3M | $412.3M | $0 | 19 | 0 |
| Oct 2024 | $149.2M | $149.2M | $0 | 17 | 0 |
| Jun 2024 | $149.2M | $149.2M | $0 | 17 | 0 |
| May 2024 | $149.2M | $149.2M | $0 | 17 | 0 |
| Apr 2024 | $149.2M | $149.2M | $0 | 17 | 0 |
| Feb 2024 | $149.2M | $149.2M | $0 | 17 | 0 |
| Feb 2024 | $149.2M | $149.2M | $0 | 11 | 0 |
| Nov 2023 | $0 | $0 | $0 | 11 | 0 |
| Oct 2023 | $0 | $0 | $0 | 11 | 0 |
DateDec 2025
Total AUM$412.3M
Discretionary$412.3M
Non-Disc.$0
Employees19
Clients0
DateJul 2025
Total AUM$412.3M
Discretionary$412.3M
Non-Disc.$0
Employees19
Clients0
DateJul 2025
Total AUM$412.3M
Discretionary$412.3M
Non-Disc.$0
Employees19
Clients0
DateJun 2025
Total AUM$412.3M
Discretionary$412.3M
Non-Disc.$0
Employees19
Clients0
DateMay 2025
Total AUM$412.3M
Discretionary$412.3M
Non-Disc.$0
Employees19
Clients0
DateFeb 2025
Total AUM$412.3M
Discretionary$412.3M
Non-Disc.$0
Employees19
Clients0
DateOct 2024
Total AUM$149.2M
Discretionary$149.2M
Non-Disc.$0
Employees17
Clients0
DateJun 2024
Total AUM$149.2M
Discretionary$149.2M
Non-Disc.$0
Employees17
Clients0
DateMay 2024
Total AUM$149.2M
Discretionary$149.2M
Non-Disc.$0
Employees17
Clients0
DateApr 2024
Total AUM$149.2M
Discretionary$149.2M
Non-Disc.$0
Employees17
Clients0
DateFeb 2024
Total AUM$149.2M
Discretionary$149.2M
Non-Disc.$0
Employees17
Clients0
DateFeb 2024
Total AUM$149.2M
Discretionary$149.2M
Non-Disc.$0
Employees11
Clients0
DateNov 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0
DateOct 2023
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees11
Clients0