Capital Wealth Advisors
Financial Services
9130 Galleria Court
82 employees
- Employees
- 82
- Contacts
- 4
- Emails
- 4
- Phones
- 2
Capital Wealth Advisors Overview
- Headquarters
- 9130 Galleria Court
- Website
- www.capitalwealthadvisors.com
- Industry
- Financial Services
- Employees
- 82
- Founded
- 2004
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
About Capital Wealth Advisors
At Capital Wealth Advisors, we believe that the little things make the biggest difference. Our approach goes beyond transactions—it's about building relationships. We take the time to gain a deeper understanding of your needs, allowing us to deliver a more personalized and collaborative wealth management experience. As a comprehensive wealth, insurance, and estate planning firm, we serve individuals, families, and businesses, with a team that's fully dedicated to you. With decades of strategic wealth management experience, backed by a history of delivering meaningful and measurable value year over year, we take your financial goals and aspirations personally, and pride ourselves on earning your trust from day one—and every day after. __________ CWA Asset Management Group, LLC (“CWA”) is an SEC-registered investment adviser, doing business as Capital Wealth Advisors (FL, LA, NC, OH, PA, WV). Registration does not imply any level of skill or training. CWA’s ADV 2A and Form CRS can be accessed via https://adviserinfo.sec.gov/firm/summary/158940. CWA reserves the right, to the extent permitted by law, to archive and monitor all electronic communications on CWA hosted platforms. CWA will not accept purchase or sale orders via social network messaging systems. CWA is not responsible for unsolicited content posted by third-parties. CWA does not provide tax or legal advice. CWA may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where CWA is registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance, and are not an endorsement of CWA by any third-party. Follows, or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by the firm CWA.
Capital Wealth Advisors Contact Details
- People in AeroLeads
- 4
- With contact data
- 4
- Email contacts
- 4
- 100.0% coverage
- Phone contacts
- 2
- 50.0% coverage
Capital Wealth Advisors Org Chart
Sample employees and titles| Name | Title | Location | Contact |
|---|---|---|---|
| Jo Anne Keck | Vice President, Private Wealth | New Orleans, Louisiana, United States |
Email
|
| Jay Folz, Cfa | Managing Director at Capital Wealth | Naples, Florida, United States |
Email
Phone
|
| Zachary Craig | Managing Director - Private Wealth | United States |
Email
|
| Bill Beynon | Naples, Florida, United States |
Email
Phone
|
Employees by Management Level
Director
2 profiles
Executive
1 profile
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