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CAPITAL WEALTH PLANNING, LLC
CAPITAL WEALTH PLANNING, LLC
NAPLES, Florida
·
4 registered advisors
·
CRD# 150764
SEC# 801-70333
0
239-593-2100
01
Firm Overview
AUM
$9.2B
Regulatory assets under management
Employees
29
Total firm employees
Advisors
4
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Other
Compensation
Percentage of AUM
03
Specialties
Investment Management
Wealth Management
Fee-Only Advisory
04
Advisors at CAPITAL WEALTH PLANNING, LLC
4 registered advisors
Jeffrey Alan Carney
NAPLES, Florida
CRD# 4469411
Joanna M Irons
NAPLES, Florida
CRD# 5900677
Kevin Glenn Simpson
NAPLES, Florida
CRD# 2250499
Louis Karl Albenga
NAPLES, Florida
CRD# 2646134
05
Office Locations
NAPLES, Florida
4 advisors
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Data sourced from SEC Form ADV filings. CAPITAL WEALTH PLANNING, LLC (CRD# 150764) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.