Capital Wealth Management
Likely to Engage tag.Highly Engaged Employees

Finance · Rhode Island, United States · 11-50 Employees

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Overview

Headquarters

1300 Division Rd Ste 203, West Warwick, ...

Phone Number

(401) 885-1060

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 3
Signal Type
Feb
Mar
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May
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Jul
ZI Rank
2
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2
1
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3

About Capital Wealth Management

Capital Wealth Management, LLC specializes in providing personalized financial strategies and wealth management services tailored to the unique goals of their clients. They offer a range of services including personal wealth management, retirement plan services, investment management, and alternative investments. The company prioritizes building long-term relationships with clients, ensuring open communication to effectively address their financial needs. Established in 1989, they serve individuals and families looking to navigate financial transitions and achieve their financial milestones.Explore more
Capital Wealth Management's Social MediaPopular SearchesCapital Wealth Management LLCCapitol Wealth Management LLCWealth Capital Fund LLCCapital Wealth Management IncCapital Wealth Management inSIC Code 62,628NAICS Code 52,523Show more

Capital Wealth Management Org Chart

LD
United States flag for contact location.

President & Chief Executive Officer

PhoneEmail
RJ
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President

PhoneEmail

PhoneEmail
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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Capital Wealth Management

<$5M
11-50
Private
<$5M
1989
LD
Lee DuckworthPresident & CEO
<$5M
1-10
Private
<$5M
2013
JF
John FletcherChief Investment Officer & Investment Advisor & Representative
<$5M
1-10
Private
-
1997
CH
Craig HellmerPresident & Senior Manager, Wealth
<$5M
1-10
Private
-
2011
Justin Cress, President & Chief Executive Officer at Cress Wealth Strategies
Justin CressPresident & CEO
<$5M
1-10
Private
-
2018
BP
Becci PowellDirector, Operations
<$5M
11-50
Private
-
1998
DA
David AllairePresident & Portfolio Manager
<$5M
1-10
Private
-
-
Tyler Huck, Owner and President at Huck Financial
Tyler HuckOwner and President
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

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

What does this means?

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

Capital Wealth Management financials insights

Gather financial insights about Capital Wealth Management, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Capital Wealth Management Tech Stack

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Capital Wealth Management News & Media

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Frequently Asked Questions Regarding Capital Wealth Management

What is Capital Wealth Management's official website?
Capital Wealth Management's official website is www.capitalwealthllc.com
What is Capital Wealth Management's Revenue?
Capital Wealth Management's revenue is <$5 Million
What is Capital Wealth Management's SIC code?
Capital Wealth Management's SIC: 62,628
What is Capital Wealth Management's NAICS code?
Capital Wealth Management's NAICS: 52,523
How many employees does Capital Wealth Management have?
Capital Wealth Management has 11-50 employees
What industry does Capital Wealth Management belong to?
Capital Wealth Management is in the industry of: Finance, Securities Trading
What is Capital Wealth Management competition?
Capital Wealth Management top competitors include: Cress Wealth Strategies, Huck Financial, The Retirement Planning, Synthesis Wealth Planning
What technology does Capital Wealth Management use?
Some of the popular technologies that Capital Wealth Management uses are: Cloudflare Website Optimization, Datadog, Google Font API, Microsoft 365
How do I contact Capital Wealth Management?
Capital Wealth Management contact info: Phone number: (401) 885-1060 Website: www.capitalwealthllc.com
What does Capital Wealth Management do?

Capital Wealth Management, LLC specializes in providing personalized financial strategies and wealth management services tailored to the unique goals of their clients. They offer a range of services including personal wealth management, retirement plan services, investment management, and alternative investments. The company prioritizes building lo... ng-term relationships with clients, ensuring open communication to effectively address their financial needs. Established in 1989, they serve individuals and families looking to navigate financial transitions and achieve their financial milestones.Read More

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

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