Capital Wealth Advisors

Finance · Florida, United States · 11-50 Employees

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Overview

Headquarters

9130 Galleria Ct Ste 318, Naples, Florid...

Phone Number

(239) 434-7434

Revenue

$7.8 Million

Industry

Finance Securities Trading

About Capital Wealth Advisors

Capital Wealth Advisors provides comprehensive wealth management and estate and legacy planning services in Florida and North Carolina. They focus on building personalized relationships with clients, offering tailored financial planning, asset protection, and wealth advisory services. The firm aims to secure clients' financial futures by minimizing risks and maximizing returns. With decades of experience, they serve individuals, families, and businesses, emphasizing trust and collaboration in their approach.Explore more
Capital Wealth Advisors's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Capital Wealth Advisors Org Chart

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Richard Knepfler, Chief Financial Officer at Capital Wealth Advisors
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Chief Financial Officer

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Blaine Ferguson, Wealth Management Estate Planning Risk Management Co-Founder & Chief Operating Officer at Capital Wealth Advisors
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Wealth Management Estate Planning Risk Manage...

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MC
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President

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JL
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Executive VP, Private Wealth Management

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Wealth Advisors

$7.8M
11-50
Private
<$5M
2003
Richard Knepfler, Chief Financial Officer at Capital Wealth Advisors
Richard KnepflerChief Financial Officer
$70.1M
51-200
Private
<$5M
1989
CS
Clara SmekalReporting Analyst
$10.2M
51-200
Private
-
1898
Chad Kolde, Chief Financial Officer & Chief Operating Officer at Bartlett & Co.
Chad KoldeChief Financial Officer & Chief Operating Officer
$7.7M
11-50
Private
-
2007
SB
Sally BhaidaniVice President, Business Management
$7.3M
11-50
Private
<$5M
2000
Peter Mottek, Chief Executive Officer & President at Provenance Wealth Advisors
Peter MottekCEO & President
<$5M
11-50
Private
<$5M
1985
<$5M
11-50
Private
-
1990
JS
John SchlatterFounder & CEO
Illustration of an envelope

Capital Wealth Advisors Tech Stack

A closer look at the technologies used by Capital Wealth Advisors

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Frequently Asked Questions Regarding Capital Wealth Advisors

What is Capital Wealth Advisors's official website?
Capital Wealth Advisors's official website is www.capitalwealthadvisors.com
What is Capital Wealth Advisors's Revenue?
Capital Wealth Advisors's revenue is $7.8 Million
What is Capital Wealth Advisors's SIC code?
Capital Wealth Advisors's SIC: 62,628
What is Capital Wealth Advisors's NAICS code?
Capital Wealth Advisors's NAICS: 52,523
How many employees does Capital Wealth Advisors have?
Capital Wealth Advisors has 11-50 employees
What industry does Capital Wealth Advisors belong to?
Capital Wealth Advisors is in the industry of: Finance, Securities Trading
What is Capital Wealth Advisors competition?
Capital Wealth Advisors top competitors include: Provenance Wealth Advisors, Winged Keel Group, BeamaLife, Salient Wealth Planning Group
What technology does Capital Wealth Advisors use?
Some of the popular technologies that Capital Wealth Advisors uses are: WordPress.org, PHP, Cloudflare Website Optimization, Google AdSense
Who is the CFO of Capital Wealth Advisors?
Capital Wealth Advisors's CFO is Richard Knepfler
How do I contact Capital Wealth Advisors?
Capital Wealth Advisors contact info: Phone number: (239) 434-7434 Website: www.capitalwealthadvisors.com
What does Capital Wealth Advisors do?

Capital Wealth Advisors provides comprehensive wealth management and estate and legacy planning services in Florida and North Carolina. They focus on building personalized relationships with clients, offering tailored financial planning, asset protection, and wealth advisory services. The firm aims to secure clients' financial futures by minimizing... risks and maximizing returns. With decades of experience, they serve individuals, families, and businesses, emphasizing trust and collaboration in their approach.Read More

What are Capital Wealth Advisors social media links?
Capital Wealth Advisors Linkedin page Capital Wealth Advisors Twitter page Capital Wealth Advisors Facebook page
Is Capital Wealth Advisors a public company?
Capital Wealth Advisors is private company therefore does not currently have an official ticker symbol
See more information about Capital Wealth Advisors

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