CAPITAL WEALTH PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$17,247,323,339
Discretionary
$17,247,323,339
Non-discretionary
$0
Firm details
- CRD number
- 150764
- SEC file number
- 801-70333
- Main office
- NAPLES, FL, United States
- Employees
- 30
- SEC status
- Approved
- Fee structure
-
Percentage of AUM
As of October 2026.