← Back to searchVisit website
CAPITAL WEALTH PLANNERS, LLC
CRD 154990 · SEC 801-71888
101 PARKSHORE DRIVE, SUITE 100, FOLSOM, CA, 95630, United States
Phone
916-985-6000
Fax
916-985-6055
Registration
— (—)
Source
State registered
Total AUM
$94.0M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 25 | $8.6M |
| High net worth individuals | 17 | $31.9M |
| Pension/profit sharing plans | 23 | $53.5M |
All web addresses on file
Official SEC filing: View on IAPD