CAPITAL WEALTH PLANNING SERVICES

CAPITAL WEALTH PLANNING SERVICES of BRUNSWICK, ME is an SEC-registered investment adviser (CRD 282475). Regulatory assets under management: $50.4M.

Registration

• CRD: 282475
• Type: Registered investment adviser
• Location: 14 MAINE STREET, SUITE 111B, BRUNSWICK, ME, 04011
• Phone: 207-459-8584
• Latest filing: 2026-07-20
• Regulatory AUM: $50.4M
• Non-discretionary AUM: $50.4M
• Clients: 1
• Accounts: 62

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, 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 282475 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search