Capital A Wealth Management, Llc
- Regulatory AUM
- $613M
- Discretionary
- $613M
- Clients
- 1,162
- Avg AUM / client
- $527K
- Accounts
- 2,839
- Employees
- 21
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Apr 24, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,004 | $265M | 43.2% |
| High net worth individuals | 139 | $302M | 49.2% |
| Pension and profit sharing plans | 14 | $33.1M | 5.41% |
| Charitable organizations | Fewer than 5 clients | $174K | 0.03% |
| Corporations and other businesses | 5 | $12.8M | 2.1% |
People (14)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Brandon Michael Domenick | Managing Member | Sep 2023 (3y) | 5% – 10% | |
| David Albert Domenick | Managing Member | Sep 2023 (3y) | 5% – 10% | |
| Palimino, Joseph, Frederick | Managing Member | Sep 2023 (3y) | 5% – 10% | |
| Richards, Michael, David | Managing Member, Cco | Sep 2023 (3y) | 5% – 10% | |
| David Albert Domenick | Registered representative | Nov 2023 (3y) | ||
| Joel Nesbitt | Registered representative | Nov 2023 (3y) | ||
| Lindsay Marie Frabotta | Registered representative | Nov 2023 (3y) | ||
| Patrick Mario Danglidis | Registered representative | Nov 2023 (3y) | ||
| Nicholas Joseph Fajack | Registered representative | Feb 2024 (2y) | ||
| Paul John Kiefer | Registered representative | CFP | Feb 2024 (2y) | |
| Brett Nesbitt | Registered representative | Feb 2025 (1y) | ||
| Mitchell Zane Sienkiewicz | Registered representative | CFP | Oct 2025 (1y) | |
| Jason Anthony Nativio | Registered representative | Jan 2026 (1y) | ||
| Joshua Michael Medure | Registered representative | May 2026 (0y) |
Undisclosed: 60% – 80% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/24/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $582M (95% of AUM) Apr 2026
- Fidelity Distributors Company Llc $31.2M (5% of AUM) Apr 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 24, 2026.
View current Form ADV (SEC/IAPD) ↗