CG Capital Wealth LLC
Firm details
- Headquarters
- Hialeah, Florida
- CRD number
- 342521
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
CG Capital Wealth LLC is a small, independent registered investment adviser organized as an LLC that serves individual and family clients. The firm combines portfolio management and financial planning for individuals and small businesses with insurance brokerage services. Its reported fee arrangements include percentage-of-AUM and fixed-fee engagements. The adviser is not positioned as a capital allocator, is not identified as an active ESG investor, and is not flagged as a multi-state or newly formed adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Connor Goodwin
Financial ConsultantCRD 7618444
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Hialeah, FL
Miami Dade
Location
Hialeah, FL
Headquartered in Hialeah, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Miami Dade
- Address
- 7236 W 4th Ave
- Time zone
- ET (UTC-5)
- Office locations
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