Wealth Manager
    SEC Registered
    Manages Private Funds

    Capital Wealth Management, LLC

    Registered investment advisor · West Warwick, Rhode Island · CRD #157959

    Assets Under Management
    $1.1B
    Client Accounts
    660
    Employees
    16
    CRD Number
    157959
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc., Ascensus Trust Company

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Capital Wealth Management, LLC

    Capital Wealth Management, LLC is an investment advisory firm founded in 1989, offering customized wealth management services, and is independently owned and managed. It focuses on risk mitigation and tax impact reduction through a data-driven approach.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Capital Wealth Management, LLC

    Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

    Frequently Asked Questions

    What is Capital Wealth Management, LLC's AUM?

    Capital Wealth Management, LLC reports approximately $1.1B in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Capital Wealth Management, LLC headquartered?

    Capital Wealth Management, LLC is headquartered in West Warwick, Rhode Island.

    What is Capital Wealth Management, LLC's CRD number?

    Capital Wealth Management, LLC's CRD number is 157959. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Capital Wealth Management, LLC manage?

    Capital Wealth Management, LLC manages approximately 660 client accounts according to its latest SEC filing.

    Is Capital Wealth Management, LLC SEC registered?

    Yes, Capital Wealth Management, LLC is registered with the SEC as an investment adviser with an approved registration status.

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