Dakota
Dakota
Book a Demo
Talk to an Expert

Capital Wealth Alliance

EST. AUM
$300,294,005

CONTACTS
3

CLIENT ACCOUNTS
861

Firm Details

Metro area Phoenix
CRD Number 298257
Website capitalwealthalliance.com
Client types

Overview

Capital Wealth Alliance advisors create integrated wealth management plans built around an in-depth discovery process that helps them understand their clients' financial goals. Their goal is to simplify clients' financial lives by offering clear, well-informed guidance so clients can make the best decisions for a better financial future. As a firm, Capital Wealth Alliance offers a comprehensive and customized suite of individual services tailored to fit a personalized wealth management plan. Most importantly, the advisors manage a proprietary network of financial institutions and professionals, granting clients direct access to their own personal advisor. Their goal is to grant clients confidence, clarity, and peace of mind when it comes to their financial lives, as they work together building a better future.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy