CRD: 311698
Capital Wealth Investments
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-18-2020
- Office Locations
- 1
Office Locations
About Capital Wealth Investments
Capital Wealth Investments is a Scranton, PA wealth management firm providing investment planning alongside insurance and estate/wealth-transfer guidance, including charitable giving and trust planning. The team delivers personalized financial plans that are reviewed and updated to client goals, and pairs portfolio construction with risk-management oversight. Portfolios commonly utilize ETFs and mutual funds; Schwab is a primary custodian.
Reported data analysis
What the numbers show
Between May 15, 2025 and February 23, 2026, reported AUM increased 6.1%, from $398.5M to $423.0M.
Across 5 reported observations, AUM increased 59.1% between September 12, 2022 and February 23, 2026, from $265.9M to $423.0M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 469 clients, or 234.5 clients per representative. That equates to $901.9K in reported AUM per client.
The profile lists 1 reported office location and 5 years in operation. The source data was last updated on February 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
TRACY AARON ZULLO
Managing Director, PRINCIPAL
- CRD
- #4293982
- Ownership
- 75% or more
SANDRA JEAN GALDIERI KOSIBA
Chief Compliance Officer
- CRD
- #1651500
- Ownership
- Less than 5%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $422,967,973 | $307,837 |
| Non-Discretionary | $0 | -- |
| Total | $422,967,973 | $307,837 |
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Separately Managed Accounts
SMA allocation detail is available
Capital Wealth Investments has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
13F Holdings | Q2 2026
Review the latest reported holdings
Capital Wealth Investments's 13F holdings detail is available for Q2 2026, including issuer, security class, CUSIP, ticker, portfolio weight, and reported value.