Joshua Michael Medure
Investment adviser representative at Capital A Wealth Management
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Capital A Wealth ManagementMay 2026 to now
- Ernst & Young LLPSep 2024 to May 2026
- Doran Construction Inc.Jun 2024 to Aug 2024
- Ernst & Young LLPJun 2023 to Aug 2023
- Doran Construction Inc.Jun 2022 to Aug 2022
- Doran Construction Inc.Jun 2021 to Aug 2021
- StudentJan 2016 to Apr 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (PA).
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
- 8266148
- Firm CRD
- 328863