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CAPITAL WEALTH MANAGEMENT, LLC
CRD 157959 · SEC 801-76539
1300 DIVISION ROAD, SUITE 203, WEST WARWICK, RI, 02893, United States
Phone
(401) 885-1060
Fax
(401) 885-7030
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.14B
Discretionary AUM
$1.14B
Team
16 total employees; 9 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-16
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 180 | $47.4M |
| High net worth individuals | 423 | $725.7M |
| Pension/profit sharing plans | 52 | $363.1M |
States served
VT, LA, MA, NY, NC, PA, RI, SC, TN, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD