Capital Wealth Management, LLC
Capital Wealth Management, LLC (CRD# 157959) is a financial advisory firm headquartered in West Warwick, RI. They manage $858,037,632 in 601 accounts and serve the financial needs of clients across 9 states (or territories).
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Total Assets Under Management858MILLION
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Total Number of Accounts601ACCOUNTS
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Average Account Value$1,427,683
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CT, FL, LA, MA, NH, NY, PA, RI, TX
Peter Alofsin (CRD# 2274434) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 29 years of experience in the finance industry.
Curt Caserta (CRD# 2709324) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 28 years of experience in the finance industry.
Lawrence Dooley (CRD# 2376082) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has 1 year of experience in the finance industry.
Lee Duckworth (CRD# 2097591) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 27 years of experience in the finance industry.
Brian Glatz (CRD# 2785407) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 12 years of experience in the finance industry.
Paul Long (CRD# 1361886) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 38 years of experience in the finance industry.
Michael Perreault (CRD# 6692618) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has 1 year of experience in the finance industry.
Bernard Poirier (CRD# 4844757) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 20 years of experience in the finance industry.
Rebecca Records (CRD# 4751183) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 17 years of experience in the finance industry.
James Speights (CRD# 1362050) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 36 years of experience in the finance industry.