# CAPITAL WEALTH ALLIANCE, LLC

CAPITAL WEALTH ALLIANCE, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 298257
- Type: SEC-registered investment adviser
- SEC file number: 801-113992
- Location: 17015 NORTH SCOTTSDALE ROAD, SCOTTSDALE, AZ, 85255
- Phone: 480-948-7590
- Latest filing: 2026-08-01
- Regulatory AUM: $300.3M
- Discretionary AUM: $299.3M
- Non-discretionary AUM: $963K
- Clients: 5
- Accounts: 861

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| Robert D Wong | MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | — |
| Brent Michael Carman | MANAGING PARTNER | — |
| SMITH GREGORY LEE | MANAGING MEMBER; MANAGING PARTNER | — |
| WONG ROBERT DOUGLAS | MANAGING MEMBER/ CHIEF COMPLIANCE OFFICER | — |
| MERICAN RICHARD GARY | MANAGING MEMBER; MANAGING PARTNER | — |
| CARMAN BRENT MICHAEL | MANAGING MEMBER; MANAGING PARTNER | — |
| Wong Robert D | MANAGING PARTNER/ CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/298257/brochure
- Similar advisers: https://search.stillhousedata.com/firm/298257/similar
- Related entities: https://search.stillhousedata.com/firm/298257/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/298257

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.