Capital Wealth Management, LLC. (RI, USA)
www.capitalwealthllc.comCapital Wealth Management provides customized investment management to individuals, families, and institutions. We highly value the trust that is placed in us by our clients and look to that trust as our guide in all decision making. Our investment committee utilizes a rigorous, data-driven process to identify preferred holdings in all relevant asset classes. Through constant scrutiny and unbiased evaluation, we mitigate risk and moderate the impact of taxes and inflation. We manage assets on behalf of our clients through our Registered Investment Advisory firm, Capital Wealth Management, LLC. Capital Wealth Management is independently owned and managed by the Principals of the firm. Securities offered through Triad Advisors, LLC. Member FINRA/SIPC Investment Advisory Services are offered through Capital Wealth Management, LLC., a registered investment advisor. Capital Wealth Management, LLC. and Triad Advisors LLC. are not affiliated.
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Capital Wealth Management provides customized investment management to individuals, families, and institutions. We highly value the trust that is placed in us by our clients and look to that trust as our guide in all decision making. Our investment committee utilizes a rigorous, data-driven process to identify preferred holdings in all relevant asset classes. Through constant scrutiny and unbiased evaluation, we mitigate risk and moderate the impact of taxes and inflation. We manage assets on behalf of our clients through our Registered Investment Advisory firm, Capital Wealth Management, LLC. Capital Wealth Management is independently owned and managed by the Principals of the firm. Securities offered through Triad Advisors, LLC. Member FINRA/SIPC Investment Advisory Services are offered through Capital Wealth Management, LLC., a registered investment advisor. Capital Wealth Management, LLC. and Triad Advisors LLC. are not affiliated.
Read moreCountry
State
Rhode Island
City (Headquarters)
West Warwick
Industry
Employees
11-50
Founded
1989
Estimated Revenue
$1,000,000 to $5,000,000
Social
Employees statistics
View all employeesPotential Decision Makers
Chief Investment Officer
Email ****** @****.comPhone (***) ****-****Operations Manager
Email ****** @****.comPhone (***) ****-****Financial Advisor
Email ****** @****.comPhone (***) ****-****Retirement Plan Specialist
Email ****** @****.comPhone (***) ****-****
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