CAPITAL WEALTH MANAGEMENT, LLC
SEC Form ADV profile.
Total regulatory AUM
$1,137,135,987
Discretionary
$1,136,500,120
Non-discretionary
$635,867
Firm details
- CRD number
- 157959
- SEC file number
- 801-76539
- Main office
- WEST WARWICK, RI, United States
- Employees
- 16
- SEC status
- Approved
- Website
- https://www.capitalwealthllc.com
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.