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CAPITAL WEALTH MANAGEMENT, LLC

1300 Division Road
Suite 203
West Warwick, Rhode Island 02893
Tel: (401) 885-1060

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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 $858,037,632 assets under management, offering retirement planning & investment advisory services to 601 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#157959
SEC#801-76539
Assets Managed by Firm$858,037,632
No. of Clients601
No. of Advisors17

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
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total601$858,037,632
Individuals (other than high net worth individuals)126$22,475,047
High net worth individuals415$575,227,136
Pension and profit sharing plans58$259,902,562
Charitable organizationsFewer than 5 clients$245,855
Corporations or other businessesFewer than 5 clients$187,032

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CITIZENS SECURITIES, INC.
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NAUTIC PARTNERS, LLC
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PARSONS CAPITAL MANAGEMENT INC
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Providence, RI, 02903
$1,879,594,055183321

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