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
Financials & Stats
Revenue
$10B
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.
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