Joseph Michael Alu
Investment adviser representative at Capstone Wealth Management Group, LLC
22 yearsExperience
1 stateRegistered in
$356.1MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
22 years in the industry.
- Capstone Wealth Management Group, LLCSep 2018 to now
- Joseph M. Alu and Associates, PcAug 2004 to now
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (PA).
Capstone Wealth Management Group, LLC
$356.1MAssets managed
524Clients
6Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7012795
- Firm CRD
- 284547