Allocator Index · CRD 157959
CAPITAL WEALTH MANAGEMENT, LLC
West Warwick, RI · (401) 885-1060 · capitalwealthllc.com
Fit score
58
- aum $250M-$3.0B+22
- hnw>=200+20
- hnw_majority+8
- employees 3-60+8
HNW clients
423
Other individuals
180
HNW assets
$725.7M
Total AUM
$1.14B
Employees
16
Private funds advised
Schedule D 7.B.(1). Real-estate funds first.
None reported.