CAPITAL WEALTH PLANNING, LLC

9015 Strada Stell Ct
Suite 203
Naples, Florida 34109
Tel: 239-593-2100

About CAPITAL WEALTH PLANNING, LLC

CAPITAL WEALTH PLANNING, LLC, formally registered with the SEC as CAPITAL WEALTH PLANNING, LLC. The firm was established in 06/30/2009. They have over 1 offices throughout the country.

CAPITAL WEALTH PLANNING, LLC is a Naples, Florida based Financial Planning firm with nearly $11,419,152,238 assets under management, offering retirement planning & investment advisory services to 11690 clients. The firm is staffed with 32 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150764
SEC#	801-70333
Assets Managed by Firm	$11,419,152,238
No. of Clients	11690
No. of Advisors	32

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (PROVIDING SUB-ADVISORY SERVICES TO OTHER REGISTERED INVESTMENT ADVISERS)

Firm Client Information

	No. of Clients	AUM
Firm Total	11690	$11,419,152,238
Individuals (other than high net worth individuals)	10439	$5,130,625,773
High net worth individuals	934	$1,901,030,404
Charitable organizations	80	$174,073,224
Corporations or other businesses	234	$289,931,626

More Retirement Planning firms in Naples, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$97,371,716,804	38	578
DOUBLELINE CAPITAL LP 2002 N. Tampa Street, 2nd Floor Tampa, FL, 33602	$92,968,371,160	146	264

Explore More Retirement Advisors in Naples, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.