1300 Division Road
Suite 203
West Warwick, Rhode Island 02893
Tel: (401) 885-1060
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.
SEC Current Status | Approved |
---|---|
Firm CRD# | 157959 |
SEC# | 801-76539 |
Assets Managed by Firm | $858,037,632 |
No. of Clients | 601 |
No. of Advisors | 17 |
No. of Clients | AUM | |
---|---|---|
Firm Total | 601 | $858,037,632 |
Individuals (other than high net worth individuals) | 126 | $22,475,047 |
High net worth individuals | 415 | $575,227,136 |
Pension and profit sharing plans | 58 | $259,902,562 |
Charitable organizations | Fewer than 5 clients | $245,855 |
Corporations or other businesses | Fewer than 5 clients | $187,032 |
Firm Name | Assets Under Management | Total Clients | Total Advisors |
---|---|---|---|
$219,221,467,379 | 605 | 168 | |
$24,631,658,238 | 40 | 143 | |
$9,188,004,183 | 53044 | 418 | |
$7,825,588,486 | 19 | 70 | |
$1,879,594,055 | 1833 | 21 |
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