CAPITAL WEALTH PLANNERS, LLC of FOLSOM, CA is an SEC-registered investment adviser (CRD 154990). Regulatory assets under management: $94.0M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| JONES PAUL LEROY | SOLE MEMBER, PRESIDENT & CHIEF COMPLIANCE OFFICER | — |
| YANO MELISSA MARIE | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |