Capital Wealth Management, (RI, USA)

Investment Management • West Warwick, Rhode Island, United States • 1-10 Employees

Company overview

Headquarters	1300 Division Road, Suite 203, West Warwick, RI 02893, US
Phone number	+14018851060
Website	capitalwealthllc.com
NAICS	5231
SIC	628
Keywords	Fiduciary, Alternative Investments, Investment Management, 401(K) And Retirement
Founded	1989
Employees	1-10
Socials

Key Contact at Capital Wealth Management, (RI, USA)

Ginny Perez

Director Of Financial Reporting

Capital Wealth Management, (RI, USA) Email Formats

Capital Wealth Management, (RI, USA) uses 4 email formats. The most common is {first name} (e.g., john@capitalwealthllc.com), used 55.6% of the time.

Format	Example	Percentage
{first name}	john@capitalwealthllc.com	55.6%
{first initial}{last name}	jdoe@capitalwealthllc.com	22.2%
{first initial}	j@capitalwealthinc.com	22.2%

About Capital Wealth Management, (RI, USA)

Capital Wealth Management provides customized investment management to individuals, families, and institutions. We highly value the trust that is placed in us by our clients and look to that trust as our guide in all decision making. Our investment committee utilizes a rigorous, data-driven process to identify preferred holdings in all relevant asset classes. Through constant scrutiny and unbiased evaluation, we mitigate risk and moderate the impact of taxes and inflation. We manage assets on behalf of our clients through our Registered Investment Advisory firm, Capital Wealth Management, LLC. Capital Wealth Management is independently owned and managed by the Principals of the firm. Securities offered through Triad Advisors, LLC. Member FINRA/SIPC Investment Advisory Services are offered through Capital Wealth Management, LLC., a registered investment advisor. Capital Wealth Management, LLC. and Triad Advisors LLC. are not affiliated.

Capital Wealth Management, (RI, USA) revenue & valuation

Annual revenue	$855,550
Revenue per employee	$86,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$2,800,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Manager

C-Suite

Employees by Department

Capital Wealth Management, (RI, USA) has 7 employees across 3 departments.

Departments

Number of employees

Funding Data

Capital Wealth Management, (RI, USA) has never raised funding before.

Capital Wealth Management, (RI, USA) Tech Stack

Discover the technologies and tools that power Capital Wealth Management, (RI, USA)'s digital infrastructure, from frameworks to analytics platforms.

Modernizr

JavaScript libraries

Awesomplete

Search engines

Cloudflare Bot Management

Security

Google Maps

Maps

scrollreveal

JavaScript libraries

Microsoft 365

jQuery Migrate

JavaScript libraries

Cloudflare

CDN

jQuery

JavaScript libraries

FMG Suite

Marketing automation

HSTS

Security

Datadog

Analytics

Frequently asked questions

Capital Wealth Management, (RI, USA) is located in West Warwick, Rhode Island, US.

You can reach Capital Wealth Management, (RI, USA) at +14018851060.

Capital Wealth Management, (RI, USA) was founded in 1989, making it 37 years old. The company has established itself as a significant player in its industry over this time.

Capital Wealth Management, (RI, USA) has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Capital Wealth Management, (RI, USA)

Ginny Perez

Director Of Financial Reporting

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