CAPITAL WEALTH MANAGEMENT

CAPITAL WEALTH MANAGEMENT of TEWKSBURY, MA is an SEC-registered investment adviser (CRD 137223). Regulatory assets under management: $12.0M.

Registration

• CRD: 137223
• Type: Registered investment adviser
• Location: 103 BALSAM PLACE, TEWKSBURY, MA, 01876
• Phone: 978-866-6411
• Latest filing: 2026-02-13
• Regulatory AUM: $12.0M
• Discretionary AUM: $11.1M
• Non-discretionary AUM: $914K
• Clients: 1
• Accounts: 20

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 137223 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search