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CAPITAL WEALTH MANAGEMENT, LLC
CAPITAL WEALTH MANAGEMENT, LLC
WEST WARWICK, Rhode Island
·
5 registered advisors
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CRD# 157959
SEC# 801-76539
1
(401) 885-1060
01
Firm Overview
AUM
$858M
Regulatory assets under management
Employees
17
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at CAPITAL WEALTH MANAGEMENT, LLC
5 registered advisors
Brian Andrew Glatz
WEST WARWICK, Rhode Island
CRD# 2785407
Lawrence Francis Dooley
WEST WARWICK, Rhode Island
CRD# 2376082
Lee Alan Duckworth
WEST WARWICK, Rhode Island
CRD# 2097591
Peter James Alofsin
WEST WARWICK, Rhode Island
CRD# 2274434
Rebecca Ann Records
WEST WARWICK, Rhode Island
CRD# 4751183
05
Office Locations
WEST WARWICK, Rhode Island
5 advisors
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Data sourced from SEC Form ADV filings. CAPITAL WEALTH MANAGEMENT, LLC (CRD# 157959) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.