Capital Wealth Management, LLC.

Investment Bank/Securities Brokerage - West Warwick, RI, US

Capital Wealth Management, LLC. Employees
Sam Stowell

Investment Operations Specialist

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Genevieve Belcher

director of investment services

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Brian Glatz

Director of Research and Sr. Portfolio Manager

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Lauren Hopkins

Administrative Assistant / Client Services Specialist

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Capital Wealth Management, LLC. Details

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/SIPCInvestment Advisory Services are offered through Capital Wealth Management, LLC., a registered investment advisor. Capital Wealth Management, LLC. and Triad Advisors LLC. are not affiliated.

Capital Wealth Management, LLC. logo, Capital Wealth Management, LLC. contact details
Employees: 20 - 49
HQ: 401-885-7030
Location: West Warwick, RI, US
Revenue: 1 - 2.5 Million
Investment Management 401(k) and Retirement Fiduciary Alternative Investments
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