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Home > Retirement Planners > rhode island > west warwick > CAPITAL WEALTH MANAGEMENT, LLC
CAPITAL WEALTH MANAGEMENT, LLC
1300 Division Road
Suite 203
West Warwick, Rhode Island 2893
Tel: (401) 885-1060
About CAPITAL WEALTH MANAGEMENT, LLC
CAPITAL WEALTH MANAGEMENT, LLC, formally registered with the SEC as CAPITAL WEALTH MANAGEMENT, LLC. The firm was established in 05/11/2012. They have over 2 offices throughout the country.
CAPITAL WEALTH MANAGEMENT, LLC is a West Warwick, Rhode Island based Financial Planning firm with nearly $772,494,203 assets under management, offering retirement planning & investment advisory services to 551 clients. The firm is staffed with 17 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 157959 |
| SEC# | 801-76539 |
| Assets Managed by Firm | $772,494,203 |
| No. of Clients | 551 |
| No. of Advisors | 17 |
Fee Structure
- A Percentage of AUM
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 551 | $772,494,203 |
| Individuals (other than high net worth individuals) | 83 | $13,341,458 |
| High net worth individuals | 403 | $523,834,989 |
| Pension and profit sharing plans | 63 | $233,162,650 |
| Charitable organizations | Fewer than 5 clients | $214,588 |
| Corporations or other businesses | Fewer than 5 clients | $1,940,518 |
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