CAPITAL WEALTH PLANNING, LLC

CAPITAL WEALTH PLANNING, LLC of NAPLES, FL is an SEC-registered investment adviser (CRD 150764). Regulatory assets under management: $17.2B.

Registration

Business model

Compensation: % of AUM.

Clients served: High net worth, Pooled vehicles, Other.

Officers, owners & control persons (9)

NameRoleLocation
Louis Karl AlbengaCHIEF COMPLIANCE OFFICER
Kevin Glenn SimpsonPRESIDENT, MEMBER; PRESIDENT, MEMBER, MANAGER
Joanna M IronsMEMBER
Ryan Jeffrey CarneyCHIEF COMPLIANCE OFFICER; INTERIM CHIEF COMPLIANCE OFFICER
CARNEY JEFFREY ALANCHIEF COMPLIANCE OFFICER
SIMPSON KEVIN GLENNPRESIDENT AND CHIEF COMPLIANCE OFFICER; PRESIDENT, MEMBER; PRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICER
IRONS JOANNA MMEMBER
BRUNEAU BRIAN JOSEPHCHIEF COMPLIANCE OFFICER
ALBENGA LOUIS KARLCHIEF COMPLIANCE OFFICER

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