CC
Cg Capital Wealth Llc
State-registered
Insurance-Affiliated · Boutique (under $100M)
CRD 342521
· Hialeah, FL
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ADV data as of Jul 18, 2026
- Regulatory AUM
- $1.5M
- Discretionary
- $1.5M
- Clients
- 4
- Avg AUM / client
- $375K
- Accounts
- 4
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 4 | $1.5M | 100.0% |
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 18, 2026.
View current Form ADV (SEC/IAPD) ↗