Capital Wealth Management, LLC
● SEC registered since 2012CRD 157959SEC# 801-76539West Warwick, RI
Reg. AUM
$1.14B
Employees
16
Accounts
660
Location
West Warwick, RI
Capital Wealth Management, LLC assets under management
Capital Wealth Management, LLC is a registered investment adviser overseen by the SEC based in West Warwick, RI. The firm has been registered since 2012. It reports $1.1 billion in regulatory assets under management and employs 16 people.
Capital Wealth Management, LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brian Andrew Glatz | Director Of Research | Under 5% | 2017 |
| Capital Wealth Holdings, LLC Control | Managing Member | Over 75% | 2018 |
| Lawrence Francis Dooley Control | Chief Investment Officer | Under 5% | 2017 |
See all 6 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Capital Wealth Management, LLC manage?
Capital Wealth Management, LLC reports $1.1 billion in regulatory assets under management on its Form ADV.
How many employees does Capital Wealth Management, LLC have?
Capital Wealth Management, LLC reports 16 employees.
Where is Capital Wealth Management, LLC located?
Capital Wealth Management, LLC is based in West Warwick, RI and has been SEC-registered since 2012.
Does Capital Wealth Management, LLC disclose fund performance?
Capital Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1300 Division Road, Suite 203, West Warwick, RI 02893 |
| Phone | (401) 885-1060 |
| Fax | (401) 885-7030 |
| Office hours | 8:30a.m. - 5:00p.m. |
| SEC region | Boston Regional Office (BRO) |
| CIK | 1730456 |
| Discloses disciplinary history | No |
Regulatory AUM
$1.14B▲ 14%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 31%
Larger than 69% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$1.14Bregulatory AUM
Discretionary $1.14BNon-discretionary $636K