Unclaimed Profile

Louis Karl Albenga

CAPITAL WEALTH PLANNING, LLC·NAPLES, Florida

SIE, Series 7, Series 8, Series 52, Series 63Clean record25 years registeredCAPITAL WEALTH PLANNING, LLC

9015 STRADA STELL CT, NAPLES, FL 34109CRD# 2646134Firm CRD# 150764

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Louis Karl Albenga · NAPLES, FL

Registration

CRD #2646134 · CAPITAL WEALTH PLANNING, LLC · 25 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: CAPITAL WEALTH PLANNING, LLC

WELLS FARGO CLEARING SERVICES, LLC

Oct 2000 – Jan 2020

NAPLES, FL

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 52

Series 63

Registration record

First registered · October 1, 2000

Years registered · 25

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CAPITAL WEALTH PLANNING, LLC

CRD 150764 · SEC 801-70333

AUM

$9.2B

Regulatory assets under management

Employees

10,834 client accounts

Services offered by CAPITAL WEALTH PLANNING, LLC

Per Form ADV

Portfolio management (individuals)

Selection of other advisers

Other

Client types served by the firm

Per Form ADV

Individuals

View all advisors at CAPITAL WEALTH PLANNING, LLC →

Introduction

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Frequently Asked Questions

What services does Louis Karl Albenga offer?

Louis Karl Albenga specializes in Investment Management, Wealth Management, Fee-Only Advisory.

What are Louis Karl Albenga's credentials?

Louis Karl Albenga is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Louis Karl Albenga located?

Louis Karl Albenga is based in NAPLES, Florida, last registered with CAPITAL WEALTH PLANNING, LLC.

How does Louis Karl Albenga charge for services?

Louis Karl Albenga's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL WEALTH PLANNING, LLC?

CAPITAL WEALTH PLANNING, LLC has approximately 29 employees and manages $9.2B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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