Active
CAPITAL WEALTH INVESTMENTS
Investment Advice|SCRANTON, PA
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$398.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 383.2M |
| Non-Discretionary | 15.3M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 311698 |
| SEC Number | 801-120008 |
| Street Address | 132 ADAMS AVENUE |
| Location | SCRANTON, PA 18503 |
| Country | United States |
| Phone | 570-543-5255 |
| Fax | 570-227-2821 |
| Total Employees | 3 |
Client Count by Type (464 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 384 |
| High Net Worth Individual… | 80 |
Community Partners
BOROUGH OF ARCHBALD
BOROUGH OF BLAKELY
BOROUGH OF CLARKS GREEN
BOROUGH OF CLARKS SUMMIT
BOROUGH OF DALTON
BOROUGH OF DICKSON CITY
BOROUGH OF DUNMORE
BOROUGH OF JERMYN
BOROUGH OF JESSUP
BOROUGH OF MAYFIELD
BOROUGH OF MOOSIC
BOROUGH OF MOSCOW
BOROUGH OF OLD FORGE
BOROUGH OF OLYPHANT
BOROUGH OF TAYLOR
BOROUGH OF THROOP
CITY OF CARBONDALE
CITY OF SCRANTON
COUNTY OF LACKAWANNA
GLENBURN TOWNSHIP
BOROUGH OF ARCHBALD
BOROUGH OF BLAKELY
BOROUGH OF CLARKS GREEN
BOROUGH OF CLARKS SUMMIT
BOROUGH OF DALTON
BOROUGH OF DICKSON CITY
BOROUGH OF DUNMORE
BOROUGH OF JERMYN
BOROUGH OF JESSUP
BOROUGH OF MAYFIELD
BOROUGH OF MOOSIC
BOROUGH OF MOSCOW
BOROUGH OF OLD FORGE
BOROUGH OF OLYPHANT
BOROUGH OF TAYLOR
BOROUGH OF THROOP
CITY OF CARBONDALE
CITY OF SCRANTON
COUNTY OF LACKAWANNA
GLENBURN TOWNSHIP
BOROUGH OF ARCHBALD
BOROUGH OF BLAKELY
BOROUGH OF CLARKS GREEN
BOROUGH OF CLARKS SUMMIT
BOROUGH OF DALTON
BOROUGH OF DICKSON CITY
BOROUGH OF DUNMORE
BOROUGH OF JERMYN
BOROUGH OF JESSUP
BOROUGH OF MAYFIELD
BOROUGH OF MOOSIC
BOROUGH OF MOSCOW
BOROUGH OF OLD FORGE
BOROUGH OF OLYPHANT
BOROUGH OF TAYLOR
BOROUGH OF THROOP
CITY OF CARBONDALE
CITY OF SCRANTON
COUNTY OF LACKAWANNA
GLENBURN TOWNSHIP
Municipal Government
42 Active
42
Organizations
ARCHBALD BOROUGH INDUSTRIAL DEVELOMENT AUTHORITY
BENTON-NICHOLSON JOINT SEWER AUTHORITY
CARBONDALE AUTHORITY
CARBONDALE CITY INDUSTRIAL DEVELOPMENT AUTHORITY
CARBONDALE CITY REDEVELOPMENT AUTHORITY
CLARKS SUMMIT-SOUTH ABINGTON JOINT SEWER AUTHORITY
COVINGTON TOWNSHIP SEWER AUTHORITY
DALTON SEWER AUTHORITY
ELMHURST TOWNSHIP SEWER AUTHORITY
GRAVITY SLOPE COLLIERY AUTHORITY
GREENFIELD TOWNSHIP SEWER AUTHORITY
HOUSING AUTHORITY OF CARBONDALE
JEFFERSON TOWNSHIP SEWER AUTHORITY
LACKAWANNA COUNTY COMMISSIONERS
LACKAWANNA COUNTY CONSERVATION DISTRICT
LACKAWANNA COUNTY FAIR AND RECREATION AUTHORITY
LACKAWANNA COUNTY HOUSING AUTHORITY
LACKAWANNA COUNTY INDUSTRIAL AUTHORITY
LACKAWANNA COUNTY PERFORMING ARTS CENTER AUTHORITY
LACKAWANNA COUNTY TRANSIT SYSTEM AUTHORITY
ARCHBALD BOROUGH INDUSTRIAL DEVELOMENT AUTHORITY
BENTON-NICHOLSON JOINT SEWER AUTHORITY
CARBONDALE AUTHORITY
CARBONDALE CITY INDUSTRIAL DEVELOPMENT AUTHORITY
CARBONDALE CITY REDEVELOPMENT AUTHORITY
CLARKS SUMMIT-SOUTH ABINGTON JOINT SEWER AUTHORITY
COVINGTON TOWNSHIP SEWER AUTHORITY
DALTON SEWER AUTHORITY
ELMHURST TOWNSHIP SEWER AUTHORITY
GRAVITY SLOPE COLLIERY AUTHORITY
GREENFIELD TOWNSHIP SEWER AUTHORITY
HOUSING AUTHORITY OF CARBONDALE
JEFFERSON TOWNSHIP SEWER AUTHORITY
LACKAWANNA COUNTY COMMISSIONERS
LACKAWANNA COUNTY CONSERVATION DISTRICT
LACKAWANNA COUNTY FAIR AND RECREATION AUTHORITY
LACKAWANNA COUNTY HOUSING AUTHORITY
LACKAWANNA COUNTY INDUSTRIAL AUTHORITY
LACKAWANNA COUNTY PERFORMING ARTS CENTER AUTHORITY
LACKAWANNA COUNTY TRANSIT SYSTEM AUTHORITY
ARCHBALD BOROUGH INDUSTRIAL DEVELOMENT AUTHORITY
BENTON-NICHOLSON JOINT SEWER AUTHORITY
CARBONDALE AUTHORITY
CARBONDALE CITY INDUSTRIAL DEVELOPMENT AUTHORITY
CARBONDALE CITY REDEVELOPMENT AUTHORITY
CLARKS SUMMIT-SOUTH ABINGTON JOINT SEWER AUTHORITY
COVINGTON TOWNSHIP SEWER AUTHORITY
DALTON SEWER AUTHORITY
ELMHURST TOWNSHIP SEWER AUTHORITY
GRAVITY SLOPE COLLIERY AUTHORITY
GREENFIELD TOWNSHIP SEWER AUTHORITY
HOUSING AUTHORITY OF CARBONDALE
JEFFERSON TOWNSHIP SEWER AUTHORITY
LACKAWANNA COUNTY COMMISSIONERS
LACKAWANNA COUNTY CONSERVATION DISTRICT
LACKAWANNA COUNTY FAIR AND RECREATION AUTHORITY
LACKAWANNA COUNTY HOUSING AUTHORITY
LACKAWANNA COUNTY INDUSTRIAL AUTHORITY
LACKAWANNA COUNTY PERFORMING ARTS CENTER AUTHORITY
LACKAWANNA COUNTY TRANSIT SYSTEM AUTHORITY
Special District
38 Active
38
Organizations
ABINGTON HTS SCH DIST
CARBONDALE AREA SCH DIST
DUNMORE BORO SCH DIST
LAKELAND SCH DIST
MID VALLEY SCH DIST
NORTHEASTERN EDUCATIONAL INTERMEDIATE UNIT NO. 19
NORTH POCONO SCHOOL DIST
OLD FORGE BORO SCH DIST
OLD FORGE SCHOOL DISTRICT
RIVERSIDE SCHOOL DIST
SCRANTON CITY SCH DIST
VALLEY VIEW SCH DIST
ABINGTON HTS SCH DIST
CARBONDALE AREA SCH DIST
DUNMORE BORO SCH DIST
LAKELAND SCH DIST
MID VALLEY SCH DIST
NORTHEASTERN EDUCATIONAL INTERMEDIATE UNIT NO. 19
NORTH POCONO SCHOOL DIST
OLD FORGE BORO SCH DIST
OLD FORGE SCHOOL DISTRICT
RIVERSIDE SCHOOL DIST
SCRANTON CITY SCH DIST
VALLEY VIEW SCH DIST
ABINGTON HTS SCH DIST
CARBONDALE AREA SCH DIST
DUNMORE BORO SCH DIST
LAKELAND SCH DIST
MID VALLEY SCH DIST
NORTHEASTERN EDUCATIONAL INTERMEDIATE UNIT NO. 19
NORTH POCONO SCHOOL DIST
OLD FORGE BORO SCH DIST
OLD FORGE SCHOOL DISTRICT
RIVERSIDE SCHOOL DIST
SCRANTON CITY SCH DIST
VALLEY VIEW SCH DIST
School District
12 Active
12
Organizations
109TH INFANTRY REGIMENT ASSOCIATION
20TH WARD SOCIAL & ATHLETIC CLUB
230 LACKAWANNA AV INCORPORATED
2381714 MARVINE DUTCH GAP LL
2770 ENRICO CARUSO
414 LACKAWANNA VALLEY CHAPTER OF TROUT UNLIMITED
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ABINGTON AREA FLAG FOOTBALL
ABINGTON AREA GIRLS SOFTBALL
ABINGTON AREA JOINT
ABINGTON BUSINESS & PROFESSIONAL ASSOC
ABINGTON COMMUNITY LIBRARY
ABINGTON COMMUNITY LIBRARY ASSOCIATION
ABINGTON EQUESTRIAN 4-H
ABINGTON GATORS SWIM TEAM
ABINGTON HEIGHTS BASEBALL TEAM
ABINGTON HEIGHTS CIVIC LEAGUE INC
ABINGTON HEIGHTS EDUCATIONAL IMPROVEMENT
ABINGTON HEIGHTS EDUCATIONAL SUPPORT PERSONNEL ASSOCIATION
ABINGTON HEIGHTS EDUCATION ASSOCIATION
109TH INFANTRY REGIMENT ASSOCIATION
20TH WARD SOCIAL & ATHLETIC CLUB
230 LACKAWANNA AV INCORPORATED
2381714 MARVINE DUTCH GAP LL
2770 ENRICO CARUSO
414 LACKAWANNA VALLEY CHAPTER OF TROUT UNLIMITED
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ABINGTON AREA FLAG FOOTBALL
ABINGTON AREA GIRLS SOFTBALL
ABINGTON AREA JOINT
ABINGTON BUSINESS & PROFESSIONAL ASSOC
ABINGTON COMMUNITY LIBRARY
ABINGTON COMMUNITY LIBRARY ASSOCIATION
ABINGTON EQUESTRIAN 4-H
ABINGTON GATORS SWIM TEAM
ABINGTON HEIGHTS BASEBALL TEAM
ABINGTON HEIGHTS CIVIC LEAGUE INC
ABINGTON HEIGHTS EDUCATIONAL IMPROVEMENT
ABINGTON HEIGHTS EDUCATIONAL SUPPORT PERSONNEL ASSOCIATION
ABINGTON HEIGHTS EDUCATION ASSOCIATION
109TH INFANTRY REGIMENT ASSOCIATION
20TH WARD SOCIAL & ATHLETIC CLUB
230 LACKAWANNA AV INCORPORATED
2381714 MARVINE DUTCH GAP LL
2770 ENRICO CARUSO
414 LACKAWANNA VALLEY CHAPTER OF TROUT UNLIMITED
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
ABINGTON AREA FLAG FOOTBALL
ABINGTON AREA GIRLS SOFTBALL
ABINGTON AREA JOINT
ABINGTON BUSINESS & PROFESSIONAL ASSOC
ABINGTON COMMUNITY LIBRARY
ABINGTON COMMUNITY LIBRARY ASSOCIATION
ABINGTON EQUESTRIAN 4-H
ABINGTON GATORS SWIM TEAM
ABINGTON HEIGHTS BASEBALL TEAM
ABINGTON HEIGHTS CIVIC LEAGUE INC
ABINGTON HEIGHTS EDUCATIONAL IMPROVEMENT
ABINGTON HEIGHTS EDUCATIONAL SUPPORT PERSONNEL ASSOCIATION
ABINGTON HEIGHTS EDUCATION ASSOCIATION
Nonprofit Organization
1367 Active
1367
Organizations
Community Partners142 organizations
BOROUGH OF BLAKELY
Municipal Government·PECKVILLE
BOROUGH OF CLARKS SUMMIT
Municipal Government·CLARKS SUMMIT
BOROUGH OF DALTON
Municipal Government·DALTON
BOROUGH OF DICKSON CITY
Municipal Government·DICKSON CITY
BOROUGH OF JERMYN
Municipal Government·JERMYN
BOROUGH OF JESSUP
Municipal Government·JESSUP
BOROUGH OF OLD FORGE
Municipal Government·OLD FORGE
GLENBURN TOWNSHIP
Municipal Government·DALTON
NORTH POCONO DANDY LION LITTLE LEAGUE
Municipal Government·ROARING BROOK TWP
SPRING BROOK TOWNSHIP
Municipal Government·SPRING BROOK TOWNSHIP
TOWNSHIP OF CARBONDALE
Municipal Government·CHILDS
TOWNSHIP OF CLIFTON
Municipal Government·CLIFTON
TOWNSHIP OF FELL
Municipal Government·CARBONDALE
TOWNSHIP OF GLENBURN
Municipal Government·DALTON
TOWNSHIP OF LA PLUME
Municipal Government·FACTORYVILLE
TOWNSHIP OF MADISON
Municipal Government·MADISON TOWNSHIP
TOWNSHIP OF NORTH ABINGTON
Municipal Government·DALTON
TOWNSHIP OF SPRING BROOK
Municipal Government·SPRNG BRK TWP
TOWNSHIP OF WEST ABINGTON
Municipal Government·DALTON
ARCHBALD BOROUGH INDUSTRIAL DEVELOMENT AUTHORITY
Special District·ARCHBALD
BENTON-NICHOLSON JOINT SEWER AUTHORITY
Special District·NICHOLSON
CARBONDALE AUTHORITY
Special District·CARBONDALE
CARBONDALE CITY INDUSTRIAL DEVELOPMENT AUTHORITY
Special District·CARBONDALE
CARBONDALE CITY REDEVELOPMENT AUTHORITY
Special District·CARBONDALE
COVINGTON TOWNSHIP SEWER AUTHORITY
Special District·MOSCOW
DALTON SEWER AUTHORITY
Special District·DALTON
ELMHURST TOWNSHIP SEWER AUTHORITY
Special District·ELMHURST TOWNSHIP
GRAVITY SLOPE COLLIERY AUTHORITY
Special District·ARCHBALD
GREENFIELD TOWNSHIP SEWER AUTHORITY
Special District·CARBONDALE
HOUSING AUTHORITY OF CARBONDALE
Special District·CARBONDALE
JEFFERSON TOWNSHIP SEWER AUTHORITY
Special District·JEFFERSON TOWNSHIP
LACKAWANNA COUNTY COMMISSIONERS
Special District·SCRANTON
LACKAWANNA COUNTY CONSERVATION DISTRICT
Special District·CLARKS SUMMIT
LACKAWANNA COUNTY FAIR AND RECREATION AUTHORITY
Special District·SCRANTON
LACKAWANNA COUNTY INDUSTRIAL AUTHORITY
Special District·SCRANTON
LACKAWANNA COUNTY PERFORMING ARTS CENTER AUTHORITY
Special District·SCRANTON
LACKAWANNA RIVER BASIN SEWER AUTHORITY
Special District·THROOP
LOWER LACKAWANNA VALLEY SANITARY AUTHORITY
Special District·DURYEA
MOSCOW SEWER AUTHORITY
Special District·MOSCOW
MULTIPURPOSE STADIUM AUTHORITY OF LACKAWANNA COUNTY
Special District·SCRANTON
PENNSYLVANIA NORTHEAST REGIONAL RAILROAD AUTHORITY
Special District·SCRANTON
REDEVELOPMENT AUTHORITY OF THE CITY OF SCRANTON
Special District·SCRANTON
SCOTT TOWNSHIP SEWER AUTHORITY
Special District·SCOTT TOWNSHIP
SCRANTON HOUSING AUTHORITY
Special District·SCRANTON
SCRANTON-LACKAWANNA HEALTH AND WELFARE AUTHORITY
Special District·SCRANTON
SCRANTON MUNICIPAL INDUSTRIAL DEVELOPMENT AUTHORITY
Special District·SCRANTON
SCRANTON MUNICIPAL RECREATION AUTHORITY
Special District·SCRANTON
SCRANTON PUBLIC LIBRARY AUTHORITY
Special District·SCRANTON
SPRING BROOK TOWNSHIP SEWER AUTHORITY
Special District·SPRING BROOK TOWNSHIP
TAYLOR BOROUGH DEVELOPMENT AUTHORITY
Special District·TAYLOR
WAVERLY TOWNSHIP MUNICIPAL AUTHORITY
Special District·WAVERLY
NORTHEASTERN EDUCATIONAL INTERMEDIATE UNIT NO. 19
School District·ARCHBALD
OLD FORGE BORO SCH DIST
School District·OLD FORGE
OLD FORGE SCHOOL DISTRICT
School District·OLD FORGE
109TH INFANTRY REGIMENT ASSOCIATION
Nonprofit Organization·Scranton
20TH WARD SOCIAL & ATHLETIC CLUB
Nonprofit Organization·Scranton
230 LACKAWANNA AV INCORPORATED
Nonprofit Organization·SCRANTON
2381714 MARVINE DUTCH GAP LL
Nonprofit Organization·scranton
2770 ENRICO CARUSO
Nonprofit Organization·Clarks Summit
414 LACKAWANNA VALLEY CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·DICKSON CITY
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Lake Ariel
ABINGTON AREA FLAG FOOTBALL
Nonprofit Organization·CLARKS SUMMIT
ABINGTON AREA GIRLS SOFTBALL
Nonprofit Organization·CHINCHILLA
ABINGTON AREA JOINT
Nonprofit Organization·CLARKS SUMMIT
ABINGTON BUSINESS & PROFESSIONAL ASSOC
Nonprofit Organization·CLARKS SUMMIT
ABINGTON COMMUNITY LIBRARY
Nonprofit Organization·CLARKS SUMMIT
ABINGTON COMMUNITY LIBRARY ASSOCIATION
Nonprofit Organization·CLARKS SUMMIT
ABINGTON EQUESTRIAN 4-H
Nonprofit Organization·Dalton
ABINGTON GATORS SWIM TEAM
Nonprofit Organization·CLARKS SUMMIT
ABINGTON HEIGHTS BASEBALL TEAM
Nonprofit Organization·CLARKS SUMMIT
ABINGTON HEIGHTS CIVIC LEAGUE INC
Nonprofit Organization·CLARKS SUMMIT
ABINGTON HEIGHTS EDUCATIONAL IMPROVEMENT
Nonprofit Organization·CLARKS SUMMIT
ABINGTON HEIGHTS EDUCATIONAL SUPPORT PERSONNEL ASSOCIATION
Nonprofit Organization·Clarks Summit
ABINGTON HEIGHTS EDUCATION ASSOCIATION
Nonprofit Organization·Dalton
ABINGTON HEIGHTS ROBOTICS TEAM
Nonprofit Organization·CLARKS SUMMIT
ABINGTON HEIGHTS STUDENT AID FUND
Nonprofit Organization·CLARKS SUMMIT
ABINGTON HEIGHTS SWIM AND DIVE BOOSTER CLUB
Nonprofit Organization·Clarks Summit
ABINGTON HEIGHTS WRESTLING BOOSTER CLUB INC
Nonprofit Organization·CLARKS GREEN
ABINGTON JR COMETS FOOTBALL CLUB
Nonprofit Organization·CLARKS SUMMIT
ABINGTON LITTLE LEAGUE INC
Nonprofit Organization·CLARKS SUMMIT
ABINGTON YOUTH BASKETBALL LEAGUE INC
Nonprofit Organization·ARCHBALD
ABINGTON YOUTH SOCCER
Nonprofit Organization·CLARKS SUMMIT
ABINGTON YOUTH VOLLEYBALL LEAGUE INC
Nonprofit Organization·CLARKS SUMMIT
Academy for Professionalism in Health Ca
Nonprofit Organization·Scranton
ACTORS CIRCLE INC
Nonprofit Organization·SCRANTON
ACTORS CIRCLE INC
Nonprofit Organization·Scranton
ACT OUT THEATRE GROUP BOOSTER CLUB
Nonprofit Organization·Taylor
ADDISONS WALK INSTITUTE FOR
Nonprofit Organization·SCRANTON
Adopt A Boxer Rescue
Nonprofit Organization·Dickson City
ADVANCED COMMUNITY SERVICE ASSOCIATES
Nonprofit Organization·SCRANTON
AFREE
Nonprofit Organization·SCRANTON
AFREE
Nonprofit Organization·Scranton
AGENCY WITH CHOICE INC
Nonprofit Organization·SCRANTON
AH ATTACK CORP
Nonprofit Organization·Clarks Green
AHHS GIRLS LACROSSE BOOSTERS
Nonprofit Organization·Clarks Summit
AIR FORCE ASSOCIATION
Nonprofit Organization·scranton
ALBERT H CRANE VETERANS CAMP HOME
Nonprofit Organization·CARBONDALE
ALL ABOUT THE KIDS BICYCLES INC
Nonprofit Organization·SCRANTON
ALLIED CATAWISSA APARTMENTS
Nonprofit Organization·Clarks Summit
ALLIED GENEVIEVE HAYES MCDADE APARTMENTS
Nonprofit Organization·Clarks Summit
ALLIED HEALTH CARE SERVICES
Nonprofit Organization·SCRANTON
ALLIED JOSEPH MCDADE APARTMENTS
Nonprofit Organization·Clarks Summit
ALLIED KEAR APARTMENTS
Nonprofit Organization·Clarks Summit
ALLIED NORTHEAST APARTMENTS
Nonprofit Organization·CLARKS SUMMIT