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CAPITAL WEALTH PLANNING SERVICES
CAPITAL WEALTH PLANNING SERVICES LLC
CRD 282475
14 MAINE STREET, SUITE 111B, BRUNSWICK, ME, 04011, United States
Phone
207-459-8584
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$50.4M
Discretionary AUM
$0
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 37 | $13.4M |
| High net worth individuals | 25 | $37.0M |
Official SEC filing: View on IAPD