Capital Wealth Alliance, LLC
Capital Wealth Alliance, LLC is a registered investment advisory firm headquartered in Scottsdale, Arizona. Founded in Arizona, the firm offers comprehensive and customized wealth management and financial planning services to individual and retail investors, employing a staff of 5 (with approximately 60% in investor roles and 40% in broker roles). It is dedicated to simplifying clients’ financial lives and providing personalized guidance to build long-term financial confidence and peace of mind. The firm utilizes a proprietary network of financial professionals and institutions to serve its clients.
Investment Strategy
Capital Wealth Alliance, LLC provides discretionary and non-discretionary investment advisory services focused on personalized financial planning and portfolio management. The firm offers advice and account management for a broad range of investment products, including equity securities, warrants, corporate debt, commercial paper, certificates of deposit, municipal securities, insurance products, mutual funds, government securities, options, money market funds, real estate, REITs, structured notes, and ETFs. Account monitoring is conducted at least annually, and clients can impose restrictions or guidelines for discretionary accounts. The strategy emphasizes tailored wealth solutions, objective advice, and access to third-party managers to fit the individual needs, goals, and constraints of each client.
Top Holdings
Equity Positions (74)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PSLV | SPROTT PHYSICAL SILVER TR | 16.12% | $30.0M | 2,450,302 | $8.12 | $12.24 | +$1.9M |
P PHYS | SPROTT PHYSICAL GOLD TR | 13.26% | $24.7M | 972,985 | $13.71 | $25.35 | +$1.3M |
M MSTR | MICROSTRATEGY INC | 9.58% | $17.8M | 44,091 | $39.46 | $404.23 | +$5.2M |
B BIL | SPDR SERIES TRUST | 6.12% | $11.4M | 124,063 | $91.64 | $91.73 | +$2.8M |
T TFLO | ISHARES TR | 3.89% | $7.2M | 142,956 | $50.55 | $50.65 | +$167.3K |