Capital Wealth Partners

Investment Management • Glenview, Illinois, United States • 1-10 Employees

Company overview

Headquarters	1939 Henley St, Glenview, IL 60025, US
Phone number	+18476563450
Websites	capitalwealthpartnersinc.com cwp-i.com
NAICS	5231
SIC	628
Keywords	Retirement Planning, Financial Planning, Investment Management
Founded	2009
Employees	1-10
Socials

Key Contact at Capital Wealth Partners

James Budzyn

President

About Capital Wealth Partners

Capital Wealth Partners, Inc., a financial planning firm, services individuals and families in the areas of Wealth Accumulation, Asset Protection, Estate Planning and Legacy needs. With 24+ years experience and multiple industry credentials, you can count on us. We pride ourselves on delivering ethical, prompt and cost-effective services to our clients. We service the entire metropolitan Chicagoland area as well as numerous out-of-state clients. Registered Representative, Securities offered through Cambridge Investment Research, Inc., a Broker / Dealer, Member FINRA/SIPC. Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., A Registered InvestmentAdvisor. Cambridge and Capital Wealth Partners, Inc. are not affiliated.

Capital Wealth Partners revenue & valuation

Annual revenue	$23,100,000
Revenue per employee	$5,759,000
Estimated valuation?This valuation is estimated based on industry average for the Investment Management industry and current estimated revenues	$73,800,000
Total funding	No funding

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Vice President

Funding Data

Capital Wealth Partners has never raised funding before.