CRD: 328863
Capital A Wealth Management
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- FoundationNorth zenith
- Established Date
- 09-01-2023
- Office Locations
- 4
Office Locations
About Capital A Wealth Management
Capital A Wealth Management is an independent RIA focused on retirement planning for pre-retirees and high-net-worth households. Through its 4-step Alpha Plan, the team aligns income planning, portfolio investments, tax strategy, healthcare and legacy planning, then monitors progress over time. Offers integrated tax and insurance solutions plus investor education via workshops/webinars and media, with an Orion client portal. Named to Newsweek's America's Top Financial Advisory Firms 2026.
Team overview
Insights
Accredited Investors
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
DAVID ALBERT DOMENICK SR
Managing Member
- CRD
- #1837617
- Ownership
- 50% but less than 75%
Brandon Michael Domenick
Chief Compliance Officer, Managing Member, Partner
- CRD
- #6862983
- Ownership
- 5% but less than 10%
Atlas timber
Vital momentum
- CRD
- #83910
- Ownership
- 27.9%
Showing 2 of 4 owners & executives
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Patrick Mario Danglidis
Director
- CRD
- #7295695
Nicholas Joseph Fajack
--
- CRD
- #7186385
Bridge glacier
Bridge signal signal
- CRD
- #10659
Showing 2 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $612,896,344 | $215,885 |
| Non-Discretionary | $0 | -- |
| Total | $612,896,344 | $215,885 |
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Separately Managed Accounts
Total SMA Asset: $612,896,344
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,141,263,750 | 15.9% |
| Equity - Exchange | $559,865,236 | 7.8% |
| Cash | $1,507,329,481 | 21.0% |
| Corporate - Investment Grade | $1,069,486,156 | 14.9% |
| Municipal Bonds | $1,327,885,495 | 18.5% |
| U.S. Government/Agency | $1,571,929,315 | 21.9% |
| Total | $7,177,759,433 | 100.0% |
13F Holdings | Q4 2025
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| BRIDGE WAVE | NORTH MERIDIAN | 2HG8NHUWV | BJMMH | 11.48% | $110,697,417 |
| INSIGHT RIDGE | MOMENTUM MOMENTUM | 7SOE547DC | EAOP | 6.79% | $6,582,087 |
| MERIDIAN WAVE DELTA | RIDGE ELEMENT | LXKD8V82W | XHKV | 5.27% | $87,422,953 |
| MERIDIAN PRIME | ATLAS NORTH | 4BKDQ3YLG | LWOSZ | 9.37% | $41,204,148 |
| VERTEX INSIGHT PIONEER | MERIDIAN BEACON | YN4QRLXKK | HFDTB | 11.75% | $40,344,924 |
| VALUE UNISON VITAL | ZENITH PIONEER | CB86V0RH1 | IQV | 3.91% | $11,918,396 |
| QUANTUM DELTA | ATLAS EMBER | DLDNHTGEH | VOQFA | 1.51% | $79,675,352 |
| MATRIX RADIAL SUMMIT | ALPHA FUSION | 8ATJQ7R14 | HOBB | 1.99% | $42,817,223 |