Capital a Wealth Management, LLC
● SEC registered since 2023CRD 328863SEC# 801-129086Cranberry Twp., PA
Reg. AUM
$612.9M
Employees
21
Accounts
2,839
Location
Cranberry Twp., PA
About Capital a Wealth Management
Capital A Wealth Management focuses on custom retirement strategies through a multi-step Alpha Plan covering income, investments, taxes, healthcare, and legacy planning. It offers coordinated financial, tax, and insurance solutions for clients approaching or in retirement.
Summary based on the firm’s website.
Capital a Wealth Management, LLC assets under management
Capital a Wealth Management, LLC is a registered investment adviser overseen by the SEC based in Cranberry Twp., PA. The firm has been registered since 2023. It reports $612.9 million in regulatory assets under management and employs 21 people.
Capital a Wealth Management, LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brandon Michael Domenick Control | Managing Member, Cco | 25-50% | 2023 |
| David Albert Domenick Control | Managing Member | 10-25% | 2023 |
| David Albert Domenick Control | Managing Member | 25-50% | 2023 |
| Joel Nesbitt Control | Managing Member | 5-10% | 2026 |
| Joseph Palimino Control | Managing Member | 10-25% | 2023 |
Frequently asked questions
How much does Capital a Wealth Management, LLC manage?
Capital a Wealth Management, LLC reports $612.9 million in regulatory assets under management on its Form ADV.
How many employees does Capital a Wealth Management, LLC have?
Capital a Wealth Management, LLC reports 21 employees.
Where is Capital a Wealth Management, LLC located?
Capital a Wealth Management, LLC is based in Cranberry Twp., PA and has been SEC-registered since 2023.
Does Capital a Wealth Management, LLC disclose fund performance?
Capital a Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 8050 Rowan Road, Suite 401, Cranberry Twp., PA 16066 |
| Phone | 724-658-4211 |
| Office hours | 8:30 a.m.- 4:30 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$612.9M▲ 49%
Feb '25Form ADV, monthlyOct '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,389 advisers
EmployeesTop 23%
More than 77% of 16,799 advisers
Assets under management
$612.9Mregulatory AUM
Discretionary $612.9M