Capital Wealth Alliance

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

34,048

Total plan assets

$6.6B

Filings (rows)

Direct comp

$11K

Indirect comp

$32K

Showing only "CAPITAL WEALTH ALLIANCE"

View all 2 variants aggregated →

CAPITAL WEALTH MANAGEMENT25 CAPITAL WEALTH ALLIANCE2

SERVICES PROVIDED

Advisor / Consultant1

Other service providers1

Plans served

All 2 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
The Charles Schwab Corporation Schwabplan Retirement Savings and Investment Plan · all filings	WESTLAKE, TX	Advisor / Consultant	33,913	$6.6B	$11K	$0
VCT Holdings, LLC VCT Holdings LLC 401(k) Plan · all filings	HAZLET, NJ	Other service providers	135	$9.5M	$0	$32K