Capital Wealth Management LLC
Legal Name: CAPITAL WEALTH MANAGEMENT, LLC
Full Contact Details
Capital Wealth Management LLC
1300 DIVISION ROAD, SUITE 203, WEST WARWICK, RI
401-885-1060
401-885-7030
Other Info
Capital Wealth Management LLC, a Delaware-based Limited Liability Company, boasts a team of 19 dedicated professionals, nine of whom are in advisory roles. Although the number of clients served is unknown, the company remains SEC-approved since its registration on May 11, 2012, with no recorded lapses.
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Homepage - Integrated WealthCare
We inform, educate, and advise physicians through each stage of their medical career on wealth management: Insurance, Financial Organization, and Investments.
Direct Owners
-
BRIAN ANDREW GLATZ
DIRECTOR OF RESEARCH owns less than 5%
-
CAPITAL WEALTH HOLDINGS, LLC
MANAGING MEMBER owns 75% or more
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LAWRENCE FRANCIS DOOLEY
CHIEF INVESTMENT OFFICER owns less than 5%
-
LEE ALAN DUCKWORTH
PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
-
CAPITAL WEALTH MANAGEMENT, INC.
MEMBER owns 75% or more
Firms Located Nearby
- Corrigan Financial Inc
- Signet Investment Advisory Group Inc
- Slocum Gordon & Co LLP
- Arlen Capital LLC
- New England Professional Planning Group Inc
- Diversified Resources LLC
- Eliot ROSE Asset Management LLC
- Providence Equity Capital Markets LLC
- Lincoln Capital Corporation
- The Retirement Planning Company of New England Inc
Top Holdings
- VANGUARD INDEX FDS GROWTH ETF $16,049k
- VANGUARD INDEX FDS VALUE ETF $15,728k
- VANGUARD SCOTTSDALE FDS SHRT TRM CORP BD $7,498k
- SPDR S&P 500 ETF TR TR UNIT $7,071k
- INVESCO ACTIVELY MANAGD ETF $6,089k
- ISHARES TR CORE S&P MCP ETF $5,653k
- Vanguard Materials ETF $5,229k
- SPDR SERIES TRUST $4,714k
- SPDR Portfolio Emerging Market $4,287k
- ISHARES TR CORE S&P SCP ETF $3,559k