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Capital Wealth Management, LLC

● SEC registered since 2012CRD 157959SEC# 801-76539West Warwick, RI
Export (members)
Reg. AUM
$1B
Employees
17
Accounts
632
Location
West Warwick, RI

Capital Wealth Management, LLC assets under management

Capital Wealth Management, LLC is a registered investment adviser overseen by the SEC based in West Warwick, RI. The firm has been registered since 2012. It reports $1 billion in regulatory assets under management and employs 17 people.

Capital Wealth Management, LLC owners & executives

6 reported
NameTitleOwnershipSince
Brian Andrew GlatzDirector Of ResearchUnder 5%2017
Capital Wealth Holdings, LLC ControlManaging MemberOver 75%2018
Lawrence Francis Dooley ControlChief Investment OfficerUnder 5%2017
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Frequently asked questions

How much does Capital Wealth Management, LLC manage?

Capital Wealth Management, LLC reports $1 billion in regulatory assets under management on its Form ADV.

How many employees does Capital Wealth Management, LLC have?

Capital Wealth Management, LLC reports 17 employees.

Where is Capital Wealth Management, LLC located?

Capital Wealth Management, LLC is based in West Warwick, RI and has been SEC-registered since 2012.

Does Capital Wealth Management, LLC disclose fund performance?

Capital Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1300 Division Road, Suite 203, West Warwick, RI 02893
Phone(401) 885-1060
Fax(401) 885-7030
Office hours8:30a.m. - 5:00p.m.
SEC regionBoston Regional Office (BRO)
CIK1730456
Discloses disciplinary historyNo

Assets under management

Discretionary$1B
Non-discretionary$0
Total (RAUM)$1B