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 $7,577,626,251 assets under management, offering retirement planning & investment advisory services to 9128 clients. The firm is staffed with 28 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	150764
SEC#	801-70333
Assets Managed by Firm	$7,577,626,251
No. of Clients	9128
No. of Advisors	28

Fee Structure

A Percentage of AUM

Advisory Services Provided

Portfolio Management for Individuals
Portfolio Management for Business

Firm Client Information

	No. of Clients	AUM
Firm Total	9128	$7,577,626,251
Individuals (other than high net worth individuals)	8156	$3,529,601,506
High net worth individuals	555	$1,157,258,191
Charitable organizations	66	$133,546,012
Corporations or other businesses	218	$253,808,882

Inquire with CAPITAL WEALTH PLANNING, LLC

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	$339,079,412,155	26	2823
RAYMOND JAMES & ASSOCIATES, INC. 880 Carillon Parkway St. Petersburg, FL, 33716	$306,121,310,120	950978	11789
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 880 Carillon Parkway Saint Petersburg, FL, 33716	$245,249,234,083	932793	6517
CORIENT 2 S Biscayne Blvd, Suite 3200 Miami, FL, 33131	$94,617,046,882	79738	825
ELLIOTT INVESTMENT MANAGEMENT L.P. 360 S. Rosemary Ave, 18th Floor West Palm Beach, FL, 33401	$93,207,362,818	36	535

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.