Advisor at Alexander Capital Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Alexander Capital Wealth Management LLC
Location
Chino Hills, CA
Credentials
Series 63, Series 66
Industry experience
18 years
Rudy Anguiano is a financial advisor at Alexander Capital Wealth Management LLC with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at LPL Financial, Ameriprise Financial Services, and Waddell & Reed. Outside of his advisory role, he operates two pizza shops under A&A Capital Group LLC. Alexander Capital Wealth Management LLC provides portfolio management services to individual and high-net-worth clients, utilizing both discretionary and non-discretionary accounts primarily through wrap-fee programs. The firm integrates cyclical, technical, and fundamental analysis with a range of trading strategies and conducts documented due diligence to inform portfolio and manager selection.
Based on Alexander Capital Wealth Management LLC
Based on Alexander Capital Wealth Management LLC
Fixed fees for portfolio management services, negotiable and documented in agreement
$0+: 0.25% +: up to 2.00%
Commission-based compensation from affiliated broker-dealer and insurance agency for securities and insurance products
Fee-only: Fixed fees are negotiable and agreed upon with the client
Chino Hills, CA
California
LPL Financial
2022 - Present (4 years)
Ameriprise
2020 - 2022 (2 years)
Waddell & Reed, Inc
2016 - 2020 (4 years)
Various Insurance Carriers For W&R Insurance Agencies
2016 - 2020 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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After 15+ years as a financial planner working for high net worth families and successful business owners, I decided to follow my dream of starting my own firm, to serve people like myself: ambitious, increasingly complex life, and curious to examine my relationship to money. A true high-touch concierge service to go beyond the numbers by understanding what you want from life and what motivates you. We specialize working with AAPI and underserved communities, to undercover your money story to get a deeper meaning of your values and priorities.
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