Capital Wealth Planning LLC
Legal Name: CAPITAL WEALTH PLANNING, LLC
Full Contact Details
Capital Wealth Planning LLC
1016 COLLIER CENTER WAY, SUITE 200, NAPLES, FL
239-593-2100
239-593-2110
Other Info
Capital Wealth Planning, LLC is a Florida-based limited liability company, with a solid reputation as a respected financial planning service provider. With a team of 10 employees, including 2 advisors, the firm serves a loyal client base of 128 individuals and entities. Registered with the U.S. Securities and Exchange Commission since June 2009, Capital Wealth Planning is a fully-approved investment advisor committed to providing sound financial advice to its clients.
Capital Wealth Planning
Capital Wealth Planning is a fee-based, SEC Registered Investment Advisory firm, specializing in managing discretionary strategies.
Direct Owners
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BRIAN JOSEPH BRUNEAU
CHIEF COMPLIANCE OFFICER owns less than 5%
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JOANNA M IRONS
MEMBER owns more than 50% but less than 75%
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KEVIN GLENN SIMPSON
PRESIDENT, MEMBER owns more than 50% but less than 75%