Capital Wealth Management LLC

  • Investment Bank/Securities Brokerage
  • West Warwick RI
  • 4 employees
  • Investment Management
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Company Overview

Headquarters
1300 Division Road, Suite 203, West Warwick RI
Website
capitalwealthllc.com
Phone
(401) 885-****
Employees
4
Founded in
1989
Industry
Investment Bank/Securities Brokerage
SIC Code
6722 - Management Investment Offices, Open-end
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Financials & Stats

Revenue

$10B

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Who is Capital Wealth Management LLC

Capital Wealth Management LLC is a privately held investment management company based in West Warwick, Rhode Island. With a team of 4 employees, the company is dedicated to providing personalized investment strategies for individuals, families, and institutions. Driven by a commitment to client trust, Capital Wealth Management prioritizes transparency and ethical decision-making. The firm specializes in customized investment management, employing a data-driven approach to identify and select preferred holdings across various asset classes. Their investment committee meticulously analyzes market trends and conducts unbiased evaluations to mitigate risks, optimize returns, and account for tax implications and inflationary pressures. Capital Wealth Management operates as a Registered Investment Advisory firm, ensuring adherence to regulatory standards and fiduciary responsibilities. The firm's independence and ownership structure allow for personalized attention and tailored investment solutions. Individuals interested in learning more about Capital Wealth Management's services can visit their website at capitalwealthllc.com or contact the company directly. Securities are offered through Triad Advisors, LLC, a member of FINRA/SIPC. Investment advisory services are provided through Capital Wealth Management, LLC, a registered investment advisor.

Capital Wealth Management LLC Industry Tags

Investment Management
401(k) and Retirement
Fiduciary
Alternative Investments
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Companies Similar to Capital Wealth Management LLC

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10M Santa Monica, CA 2012
10M 4 New York, NY 2015
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FAQ

What is the location of Capital Wealth Management LLC's headquarters?
The headquarters of Capital Wealth Management LLC are situated at 1300 Division Road, Suite 203, West Warwick RI
What is Capital Wealth Management LLC's phone number?
Capital Wealth Management LLC's contact number is (401) 885-****.
What is Capital Wealth Management LLC's official website?
The official website of Capital Wealth Management LLC can be found at capitalwealthllc.com.
What is Capital Wealth Management LLC's current revenue?
As of January 2019, Capital Wealth Management LLC's annual revenue reached $10B.
How many employees does Capital Wealth Management LLC currently have?
Capital Wealth Management LLC employs approximately 4+ people as of January 2019
Which industries is Capital Wealth Management LLC primarily operating in?
Capital Wealth Management LLC operates in the following industries: Investment Management
What are Capital Wealth Management LLC's industry tags?
Capital Wealth Management LLC's industry tags include: Investment Management, 401(k) and Retirement, Fiduciary
When was Capital Wealth Management LLC founded?
Capital Wealth Management LLC was founded in 1989.

Employee Directory

Key Employees

Jameson Duckworth

Financial Advisor

Phone Email

Rebecca Records

Director of Retirement Plan Services

Phone Email