CAPITAL A WEALTH MANAGEMENT

Tel: 724-658-4211 312 N Jefferson Street New Castle, Pennsylvania 16101

About CAPITAL A WEALTH MANAGEMENT

CAPITAL A WEALTH MANAGEMENT is a New Castle, Pennsylvania based financial advisory firm with nearly $412,329,590 in assets under management and provides investment advisory services for 2092 clients. There are currently 19 financial advisors at the firm.

General Information
Firm CRD#:

328863

Firm SEC#:

801-129086

Assets Under Management:

$412,329,590

No. of Clients:

2092

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Pesnsion consulting services, Selection for other advisors, Other (CONSULTING)

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