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CAPITAL WEALTH ALLIANCE, LLC

SCOTTSDALE, AZ · CRD 298257 · IAPD ↗ · capitalwealthalliance.com · 480-948-7590

$300.3MRegulatory AUM
3Advisory reps
5Employees
1Clients
1-10Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — CAPITAL WEALTH ALLIANCE, LLC reported RAUM up 36% ($220.5M -> $300.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
42
December 2024 — CAPITAL WEALTH ALLIANCE, LLC notice-filed in MN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
June 2024 — CAPITAL WEALTH ALLIANCE, LLC notice-filed in NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
25
April 2024 — CAPITAL WEALTH ALLIANCE, LLC changed its website from nextchapteradvisorygroup.com to capitalwealthalliance.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.