Capital Wealth Advisors

Finance · Utah, United States · 1-10 Employees

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Overview

Headquarters

1850 W Ashton Blvd Ste 175, Lehi, Utah, ...

Phone Number

(801) 210-2800

Revenue

<$5 Million

Industry

Finance Insurance Securities Trading
ZI Rank: 2
Signal Type
Feb
Mar
Apr
May
Jun
Jul
ZI Rank
1
1
1
1
1
2

About Capital Wealth Advisors

At Capital Wealth Advisors, we provide premier investment and insurance solutions that can help assist you in achieving your financial visions and goals. As fee-based advisors, our solutions will always reflect our clients' best interests. We see ourselves as your financial educators and advocates and take pride in building long lasting relationships. Focused on your needs, concerns and preferences, we add our experience, abilities and resources to yours. We will create a custom-tailored plan of action that takes your specific needs and wants into account, so rather than worrying about your investments, you can focus on truly enjoying your life.Explore more
Capital Wealth Advisors's Social MediaPopular SearchesCapital Wealth Advisors LLCCapital Wealth AdvisorsPanee Capital LLCCapital Wealth Advisors - LLCCapital Wealth Advisors| LLCSIC Code 62,628NAICS Code 52,523Show more

Capital Wealth Advisors Org Chart

LS
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Chief Executive Officer

PhoneEmail
KH
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Director, Operations

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Wealth Advisors

<$5M
1-10
Private
-
2010
<$5M
1-10
Private
-
1997
DK
Dwayne KappellOwner and President
<$5M
1-10
Private
-
-
TT
Travis TazawaManager, Cfp Wealth
<$5M
1-10
Private
-
-
<$5M
1-10
Private
<$5M
2015
JC
Julie ChapmanProcessing Director
<$5M
1-10
Private
<$5M
2012
N/A
<$5M
1-10
Private
-
-
LL
Lindsey LobaughManager, Client Operations
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Capital Wealth Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Capital Wealth Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Capital Wealth Advisors.

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.capitalwealth.com
What is Capital Wealth Advisors's Revenue?
Capital Wealth Advisors's revenue is <$5 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 1-10 employees
What industry does Capital Wealth Advisors belong to?
Capital Wealth Advisors is in the industry of: Finance, Insurance, Securities Trading
What is Capital Wealth Advisors competition?
Capital Wealth Advisors top competitors include: Milestone Wealth Management, Mercer Financial Group, Prosperity Group Advisors, Dynamic Wealth Strategy
What technology does Capital Wealth Advisors use?
Some of the popular technologies that Capital Wealth Advisors uses are: Tableau, Microsoft 365, Google Tag Manager, GoDaddy DNS
How do I contact Capital Wealth Advisors?
Capital Wealth Advisors contact info: Phone number: (801) 210-2800 Website: www.capitalwealth.com
What does Capital Wealth Advisors do?

At Capital Wealth Advisors, we provide premier investment and insurance solutions that can help assist you in achieving your financial visions and goals. As fee-based advisors, our solutions will always reflect our clients' best interests. We see ourselves as your financial educators and advocates and take pride in building long lasting relationshi... ps. Focused on your needs, concerns and preferences, we add our experience, abilities and resources to yours. We will create a custom-tailored plan of action that takes your specific needs and wants into account, so rather than worrying about your investments, you can focus on truly enjoying your life.Read More

What are Capital Wealth Advisors social media links?
Capital Wealth Advisors Linkedin 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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