Capital Wealth Management is an investment advisor in West Warwick with $764.55 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
651226333
SEC advisor number
801-76539
FINRA CRD number
157959
AUM ?
$858.04 mm
(as of 18 Mar 24)
Accounts
601
(as of 18 Mar 24)
Employees
17
(8 investment advisory or research)
Address
Capital Wealth Management
1300 DIVISION ROAD
SUITE 203
W. WARWICK
RI 02893
1300 DIVISION ROAD
SUITE 203
W. WARWICK
RI 02893
Phone
401-885-1060
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
25 Jan 24
13F-HR
Quarterly holdings report by institutional manager
31 Oct 23
13F-HR
Quarterly holdings report by institutional manager
3 Aug 23
13F-HR
Quarterly holdings report by institutional manager
5 May 23
13F-HR
Quarterly holdings report by institutional manager
2 Feb 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
9 Aug 22
13F-HR
Quarterly holdings report by institutional manager
10 May 22
13F-HR
Quarterly holdings report by institutional manager
9 Feb 22
13F-HR
Quarterly holdings report by institutional manager
19 Oct 21