CAPITAL WEALTH INVESTMENTS

132 Adams Avenue
Scranton, Pennsylvania 18503
Tel: 570-543-5255

About CAPITAL WEALTH INVESTMENTS

CAPITAL WEALTH INVESTMENTS, formally registered with the SEC as CAPITAL WEALTH INVESTMENTS. The firm was established in 12/18/2020. They have over 3 offices throughout the country.

CAPITAL WEALTH INVESTMENTS is a Scranton, Pennsylvania based Financial Planning firm with nearly $398,519,141 assets under management, offering retirement planning & investment advisory services to 1318 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	311698
SEC#	801-120008
Assets Managed by Firm	$398,519,141
No. of Clients	1318
No. of Advisors	3

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Other (SELECTION OF SUB ADVISORS)

Firm Client Information

	No. of Clients	AUM
Firm Total	1318	$398,519,141
Individuals (other than high net worth individuals)	384	$202,041,447
High net worth individuals	80	$196,477,694

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