Capital Wealth Planning, LLC

Capital Wealth Planning, LLC

Investment Management 9015 Strada Stell Ct. 36 employees
Employees
36
Contacts
3
Emails
3
Phones
2

Capital Wealth Planning, LLC Overview

Headquarters
9015 Strada Stell Ct.
Phone Number
Available in AeroLeads
Industry
Investment Management
Employees
36
Founded
2005
Funding
,
Company Email
Available in AeroLeads
NAICS
Other Financial Investment Activities
Portfolio Management
All Other Financial Investment Activities

About Capital Wealth Planning, LLC

Capital Wealth Planning, LLC (CWP) is a fee-based, fiduciary, SEC Registered Investment Adviser. SEC Registration does not imply a certain level of skill or training. CWP offers actively managed, tactical, SMA-covered call strategies that focus on delivering income and competitive risk-adjusted returns. CWP provides investment management services through separately managed accounts to high-net-worth individuals, retirement accounts, endowments, non-profit organizations, pensions, profit-sharing plans, trusts, estates, and corporations. CWP’s strategic focus is concentrated on providing customized investment products and services for both institutional and private clients. Capital Wealth Planning, LLC LinkedIn Page Terms of Use: The content on the page is provided for informational purposes only and is not meant to provide any specific financial, investment, or other advice and should not be relied upon in that regard. Nothing on the Page constitutes an offer to sell or solicitation or offer to buy securities or other financial instruments. Capital Wealth Planning, LLC will not be responsible or liable for LinkedIn, the LinkedIn website, or the content of the Page (including any links on the Page) in any way, including being liable for any losses, or direct or indirect damages arising from any errors or omissions in any such content, links or any action or decision made by you or anyone else in reliance on any such content, the LinkedIn website or your use of the Page. Links on our page do not constitute an endorsement of the site being linked to or its content, we do not control and are not responsible for, any website linked from or to the page, the content of those websites, and the privacy practices of those websites, the third parties named on such websites, or their products and services.

Capital Wealth Planning, LLC Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
2
50.0% coverage

Capital Wealth Planning, LLC Org Chart

Sample employees and titles
Name Title Contact
Matthew Hamel, Cima Managing Director, Northeast Region
View
George Raffa Asset Management Consultant
Email Phone
Josh Smith, Cfa Chief Investment Officer (CIO)
Email Phone
Laurence Hulbert Vice President at Naples Wealth
Email

Employees by Management Level

Director 6 profiles
Individual contributor 6 profiles
Executive 5 profiles
Manager 3 profiles
Associate / junior 1 profile

Department Contact Coverage

Department Contacts Email Phone
Executive 7 7 5
General 3 3 2
IT 1 1 1
Sales 1 1 0
Marketing 1 1 0

Capital Wealth Planning, LLC Tech Stack

Cloud / infrastructure 1 profile

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