Patrick Mario Danglidis
Investment adviser representative at Capital A Wealth Management
11 yearsExperience
2 statesRegistered in
$612.9MFirm assets
2 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
11 years in the industry.
- Capital A Wealth Management, LLCJul 2021 to now
- Ae Wealth Management, LLCAug 2022 to Nov 2023
- Capital A Insurance, LLCJul 2021 to Jan 2025
- Westpac Wealth PartnersAug 2020 to Jul 2021
- Amotec Inc.May 2019 to Jun 2020
- California University of PennsylvaniaAug 2015 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 2 states (PA, TX).
Capital A Wealth Management
Legal name: Capital A Wealth Management, LLC
$612.9MAssets managed
1,162Clients
12Advisers
2 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
- 7295695
- Firm CRD
- 328863