# CAPITAL WEALTH MANAGEMENT, LLC

CAPITAL WEALTH MANAGEMENT, LLC of WEST WARWICK, RI is an SEC-registered investment adviser.

## Registration

- CRD: 157959
- Type: SEC-registered investment adviser
- SEC file number: 801-76539
- Location: 1300 DIVISION ROAD, SUITE 203, WEST WARWICK, RI, 02893
- Phone: (401) 885-1060
- Latest filing: 2026-07-08
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.1B
- Non-discretionary AUM: $636K
- Clients: 16
- Accounts: 660

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Lee Alan Duckworth | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| Brian Andrew Glatz | DIRECTOR OF RESEARCH | — |
| Lawrence Francis Dooley | CHIEF INVESTMENT OFFICER | — |
| DUCKWORTH LEE ALAN | PRESIDENT, CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; SHAREHOLDER | — |
| ALOFSIN PETER JAMES | INVESTMENT COMMITTEE | — |
| GLATZ BRIAN ANDREW | DIRECTOR OF RESEARCH | — |
| Dooley Lawrence Francis | CHIEF INVESTMENT OFFICER | — |
| RECORDS REBECCA ANN | DIRECTOR OF RETIREMENT PLAN SERVICES | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/157959/brochure
- Similar advisers: https://search.stillhousedata.com/firm/157959/similar
- Related entities: https://search.stillhousedata.com/firm/157959/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/157959

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.