CAPITAL TRUST WEALTH MANAGEMENT

CAPITAL TRUST WEALTH MANAGEMENT is an SEC-registered investment adviser (CRD 150860). Regulatory assets under management: $76.3M. This firm reports disciplinary history on Form ADV.

Registration

• CRD: 150860
• Type: Registered investment adviser
• Phone: 480-566-8737
• Latest filing: 2024-01-05
• Regulatory AUM: $76.3M
• Discretionary AUM: $76.3M
• Clients: 1
• Accounts: 79

Business model

Compensation: % of AUM, Performance.

Clients served: Individuals, High net worth, Investment cos.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 150860 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search