A complete list of active advisors currently associated with Capital Wealth Alliance, LLC
Warmer can help you find a great advisor at Capital Wealth Alliance, LLC or one who fits your needs even better.
Capital Wealth Alliance serves individual and high‑net‑worth clients as well as pension and profit‑sharing plans, providing discretionary portfolio management, financial planning, and participant account management for held‑away defined contribution plan accounts. The firm uses firm‑developed model portfolios and may engage sub‑advisers to manage portions of client assets while offering single‑subject or broader financial planning work. Portfolios are managed with discretionary authority and can include allocations to equities, fixed income, mutual funds and ETFs, alternative investments, structured products, commodity ETFs/ETNs, and options strategies; the firm describes using fundamental, technical, cyclical and modern portfolio theory analyses and may employ margin, short sales, and leveraged ETFs where suitable. For participant accounts CWA connects held‑away plan accounts through a third‑party platform (Future Capital Group) to review and rebalance allocations without taking custody of client credentials. The firm is affiliated with a related licensed insurance agency and discloses that some advisers are licensed insurance agents and registered representatives who may receive separate commission‑based compensation and agency‑level bonuses or overrides, a practice the brochure identifies as a potential conflict of interest. CWA also operates with a three‑adviser team while managing about $300 million in discretionary assets and routinely directs custodial relationships to specific custodians, arrangements the firm notes can affect execution and economic relationships.
To learn more about the advisors currently working at Capital Wealth Alliance, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Scottsdale, AZ
| 20
| |
Scottsdale, AZ
| 22
| |
Scottsdale, AZ
| 31
|
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