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CAPITAL WEALTH STRATEGIES, LLC
CRD 282818
3046 DE LA VINA ST, SANTA BARBARA, CA, 93105, United States
Phone
(805) 485-2500
Fax
(805) 485-2500
Registration
— (—)
Source
State registered
Total AUM
$50.0M
Discretionary AUM
$50.0M
Team
1 total employees; 1 advisory reps; 5 broker-dealer reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-04-01
Disciplinary history
Yes
Services
Portfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 100 | $25.0M |
| High net worth individuals | 17 | $25.0M |
Official SEC filing: View on IAPD