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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Wealth Management LLC
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|---|---|
| CRD # | 157959 |
| SEC # | 801-76539 |
| CIK # | 0001730456 |
| AUM | $1.0 B (2025-07-24) |
| Employees | 17 (53% Investors, 41% Brokers) |
| Phone | 401-885-1060 |
| Address | 1300 Division Road West Warwick, RI 02893 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Global MOFY Metaverse Ltd | 18.6 | ||
| Nvidia Corp | 1.9 | ||
| Priceline Com Inc | 0.7 | ||
| Hasbro Inc | 0.7 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 149 | 30.6 |
| (b) Individuals (high net worth individuals) | 424 | 634.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 55 | 335.6 |
| (h) Charitable organizations | 0 | 0.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 632 | 1,001.0 |
| By Discretionary | ||
| Discretionary | 632 | 1,001.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 632 | 1,001.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,001.0 | |
| Total | 632 | 1,001.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001730456] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Activest Wealth Management LLC
✚
|
FL | 1.0 |
|
Regency Investment Advisors Inc
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|
CA | 1.0 |
|
KWB Wealth
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CA | 1.0 |
|
Portland Global Advisors LLC
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ME | 1.0 |
|
Strategic Financial Concepts LLC
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|
TX | 1.0 |
|
Campbell Wealth Management Inc
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|
VA | 1.0 |
|
Onyx Bridge Wealth Group LLC
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|
NY | 1.0 |
|
Tennessee Valley Asset Management Partners LLC
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|
TN | 1.0 |
|
Reagan Companies Asset Management Inc
✚
|
NY | 1.0 |
|
Hendershot Investments Inc
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|
1.0 |