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Capital A Wealth Management, LLC Info

Capital A Wealth Management, LLC info

Capital A Wealth Management, LLC (SEC CIK 2055297) first filed with the SEC on 2025-02-26 (Form 13F-HR) and has filed 9 times since, including 3 Form 13F-HR quarterly holdings reports. It is organized in PA and registered at 8050 ROWAN ROAD, SUITE 401, CRANBERRY TWP, PA, 16066.

  • Name: Value Capital A Wealth Management, LLC.
  • SEC CIK: Value 2055297.
  • State of organization: Value PA.
  • Business address: Value 8050 ROWAN ROAD, SUITE 401, CRANBERRY TWP, PA, 16066.

No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.

Firm

FieldValue
NameCapital A Wealth Management, LLC
SEC CIK2055297
State of organizationPA
Business address8050 ROWAN ROAD, SUITE 401, CRANBERRY TWP, PA, 16066
Mailing address8050 ROWAN ROAD, SUITE 401, CRANBERRY TWP, PA, 16066
Phone7246584211
Fiscal year endDecember 31
Former namesNone filed

SEC Filing History

FieldValue
First SEC filing2025-02-26 (Form 13F-HR)
Latest SEC filing2026-08-11 (Form N-PX)
Filings on EDGAR9
First Form 13F-HR2025-02-26 (quarter ended 2024-12-31)
Latest Form 13F-HR2025-09-26 (quarter ended 2025-06-30)
Form 13F-HR filings3

Filings by Form

FormFilingsLatest
13F-NT42026-08-11
13F-HR32025-09-26
N-PX22026-08-11

Filings by Year

YearFilingsForm 13F-HR
202640
202553

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