CAPITAL A WEALTH MANAGEMENT, LLC
C48
CRD 328863·SEC 801-129086·CRANBERRY TWP., PA
AUM
$612.9M
$500M-$1B
Est. Revenue
$6.1M
@ 1% on AUM
Est. EBITDA
$1.8M
@ 30% margin
Est. Deal Value
$14.7M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
Client mix
| Individuals Other | 1,004 |
| Individuals High Net Worth | 139 |
| Pension Profit Sharing Plans | 14 |
| Corporations | 5 |
Operations
Advisory staff (5-yr trend)
'25 · 9 advisors
'26 · 11 advisors
'25'26
9 advisors → 11 advisors▲ +22%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Local market & wealth
Rank targets by how wealthy the local market is
Compliance & brand
All other collected signals (27)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
8050 ROWAN ROADSUITE 401CRANBERRY TWP, PA 16066
Business
8050 ROWAN ROADSUITE 401CRANBERRY TWP, PA 16066
Edgar Recent Filings
13F-NT2026-05-01 · 0002055297-26-000002
13F-NT2026-02-05 · 0002055297-26-000001
Fdic Zip Branches Raw
First Home Savings Bank, FSBCranberry Township, PA
The Mars National BankCranberry Township, PA
Rdap Nameservers
Ns1.advisorstech.netNs2.advisorstech.netNs3.advisorstech.netNs4.advisorstech.net
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Zip Distribution
Stub 1
| AGI | 38,072 |
| Returns | 3,890 |
Stub 2
| AGI | 91,696 |
| Returns | 2,420 |
Stub 3
| AGI | 131,826 |
| Returns | 2,120 |