$180MM AUM | $1.7MM Rev in
Capital Wealth Alliance is a growing Hybrid RIA firm based in Scottsdale Arizona. Our Focus is Comprehensive Financial Planning and creating a culture for advisors to enhance and grow their business.
We have created strategic relationships with some of the too providers in the areas of:
- MA&, Deal Structure, and Valuations
- Marketing, Sales Development, and Lead Generation
- Technology & FinTech Providers
- Investment Management Resources
- Advanced Insurance Planning
- Financial Planning
- Operations & Compliance
Our focus is Service the needs of our Clients and Advisors at the highest level.
We are open to opportunities nationwide