Capital A Wealth Management

Financial Services • New Castle, Pennsylvania, United States • 11-20 Employees

Company overview

Headquarters	New Castle, Pennsylvania, United States
Phone number	+17246584418
Websites	capitalainvestments.com ca-wm.com
NAICS	52
SIC	628
Keywords	Investments, Insurance Services, Tax Planning, 401K, Wealth Management, IRA, Income Planning, Roth Ira, Retirement Planning, Estate Planning, Social Security, Long Term Care Planning, 403B, Roth Conversion
Founded	2015
Employees	11-20
Socials

Key Contacts at Capital A Wealth Management

Patrick Danglidis

Director Of Operations

Lauren Perrotta

Director Of Strategic Execution

Jaclene Domenick

Director Of Marketing

Capital A Wealth Management Email Formats

Capital A Wealth Management uses 2 email formats. The most common is {first initial}{last name} (e.g., jdoe@capitalainvestments.com), used 60% of the time.

Format	Example	Percentage
{first initial}{last name}	jdoe@capitalainvestments.com	60%
{first name}{last name}	johndoe@capitalainvestments.com	40%

About Capital A Wealth Management

Capital A Wealth Management, LLC is a financial services firm serving Western PA & surrounding areas. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member of FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Capital A Wealth Management, LLC (CAWM), a Registered Investment Adviser. Certain CAWM registered individuals may market investment advisory services under the marketing name Kiefer Financial Services (KFS). CAWM and KFS are not affiliated with MAS. The company profile is for informational purposes only and its contents should not be construed as a recommendation. The information on this social media site alone cannot, and should not be used in making investment decisions. Investors should carefully consider the investment objectives, risks, charges and expenses associated with any investment. For full disclosures, please visit www.capitalainvestments.com/disclosures.

Capital A Wealth Management revenue & valuation

Annual revenue	$1,283,325
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$4,200,000
Total funding	No funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry

Director

Intern

Employees by Department

Capital A Wealth Management has 7 employees across 3 departments.

Departments

Number of employees

Funding Data

Capital A Wealth Management has never raised funding before.

Capital A Wealth Management Tech Stack

Discover the technologies and tools that power Capital A Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Gravity Forms

Form builders

Animate.css

UI frameworks

Beaver Builder

WordPress plugins

Wistia

Video players

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

Twitter Emoji

Font scripts

jQuery

JavaScript libraries

PHP

Programming languages

Akismet

WordPress plugins

WordPress

Blogs

Frequently asked questions

Capital A Wealth Management is located in New Castle, Pennsylvania, US.

You can reach Capital A Wealth Management at +17246584418.

Capital A Wealth Management was founded in 2015, making it 11 years old. The company has established itself as a significant player in its industry over this time.

Capital A Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.