Menu
Capital Wealth Management, Llc
West Warwick, Rhode Island
Capital Wealth Management, LLC is a reputable local investment advisory firm headquartered in West Warwick, RI, with two convenient offices. With a team of 17 professionals, they have established themselves as trusted advisors in the financial industry. Eight of their dedicated employees specialize in providing top-notch investment advisory services.
As an industry-average performer, Capital Wealth Management, LLC manages an average of $96,560,000 in assets under management per investment advisor. They offer a diverse compensation structure, including a percentage of assets under management and fixed fees. Notably, all the assets...see more
Assets Under Mgmt
$772.49M
Investment Professionals
8
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Other Business Activities
- Registered representative of a broker-dealer
- Insurance broker or agent
Reviews for Capital Wealth Management, Llc
Loading...
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.”
Connect with a local financial advisor
By requesting information, Mployer will connect you with a broker in your market that specializes with employers in your size and industry in accordance with our Terms & Conditions.