CRD: 311698
Capital Wealth Investments
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- 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.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
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
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Derivatives | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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