Unclaimed Profile

Louis Karl Albenga

CAPITAL WEALTH PLANNING, LLC·NAPLES, Florida

Clean recordCAPITAL 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Louis Karl Albenga is a registered financial advisor based in NAPLES, Florida, affiliated with CAPITAL WEALTH PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

Introduction

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Firm Overview

Firm

CAPITAL WEALTH PLANNING, LLC

AUM

$9.2B

Regulatory assets under management

Employees

Total firm employees

View all advisors at CAPITAL WEALTH PLANNING, LLC →

Services

Portfolio management (individuals)

Selection of other advisers

Other

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 2646134

Firm CRD# 150764

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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. Contact their office in NAPLES, Florida for a consultation.

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, working with CAPITAL WEALTH PLANNING, LLC. Their office serves clients in the NAPLES metropolitan area and surrounding communities.

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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