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).

Current Firm Details
1300 Division Road, Suite 203, West Warwick, RI 02893
https://www.linkedin.com/company/capital-wealth-management-inc--ri-usa-/
By the Numbers
  • Total Assets Under Management
    858
    MILLION
  • Total Number of Accounts
    601
    ACCOUNTS
  • Average Account Value
    $1,427,683
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CT, FL, LA, MA, NH, NY, PA, RI, TX

Financial Advisors at Capital Wealth Management, LLC
Showing 11 - 12 of 12 top financial advisors.
11
Jameson Duckworth, financial advisor West Warwick RI
Jameson C. Duckworth
CRD#: 7161505
1300 Division Road, Suite 203, West Warwick, RI 02893

Jameson Duckworth (CRD# 7161505) is an Investment Advisor Representative working at Capital Wealth Management, LLC in West Warwick, RI and has over 4 years of experience in the finance industry.

12
Tyler Duckworth, financial advisor West Warwick RI
Tyler C. Duckworth
CRD#: 7661401
1300 Division Road, Suite 203, West Warwick, RI 02893

Tyler Duckworth (CRD# 7661401) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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