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
- Website
- capitalwealthplanning.com
- Industry
- Investment Management
- Employees
- 36
- Founded
- 2005
- Funding
- ,
- Company Email
- Available in AeroLeads
- NAICS
-
Other Financial Investment ActivitiesPortfolio ManagementAll 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 | Location | Contact |
|---|---|---|---|
| Matthew Hamel, Cima | Managing Director, Northeast Region |
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|
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| George Raffa | Asset Management Consultant | St Petersburg, Florida, United States |
Email
Phone
|
| Josh Smith, Cfa | Chief Investment Officer (CIO) | Naples, Florida, United States |
Email
Phone
|
| Laurence Hulbert | Vice President at Naples Wealth | Naples, Florida, United States |
Email
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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 | 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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