# CG Capital Wealth LLC

> CG Capital Wealth LLC is a state-registered investment advisory firm in Hialeah, FL, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated August 24, 2026.

- CRD: 342521
- Filed as: CG CAPITAL WEALTH LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Hialeah, FL
- Filing period: October 2026
- Form ADV filing dated: August 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/342521
- AdvisorCensus page: https://advisorcensus.com/firm/cg-capital-wealth-llc-hialeah-fl-342521

## Quick answers

**How is CG Capital Wealth LLC compensated?**
On its Form ADV (Item 5.E, October 2026), CG Capital Wealth LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is CG Capital Wealth LLC located?**
CG Capital Wealth LLC's principal office is in Hialeah, FL, according to its Form ADV.

**Is CG Capital Wealth LLC registered with the SEC or a state?**
CG Capital Wealth LLC is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 342521.

**How much does CG Capital Wealth LLC manage?**
CG Capital Wealth LLC reports $1,500,000 in regulatory assets under management in its Form ADV filing dated August 24, 2026 (100% discretionary).

**What types of clients does CG Capital Wealth LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4).

**Does CG Capital Wealth LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/342521

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $1,500,000
- Discretionary: $1,500,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4 | $1,500,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. CG Capital Wealth LLC (CRD 342521): Form ADV filing data as of October 2026.