CDT Capital Wealth Advisory LLC

Overview

CDT Capital Wealth Advisory LLC is organized as a limited liability company that provides financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and describes its owner type as an individual. It is not designated as a multi-state adviser, is not an active ESG investor, and does not list pension consulting or related-adviser activity. The firm’s public filings characterize it as an unclassified adviser and indicate it does not act as a capital allocator.

Assets & Accounts

Public Holdings

Location & Offices