CAPITAL WEALTH ADVISORS Competitors, Revenue and Alternatives

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Overview

Location:
Naples, USA
Total Funding:N/A
Industry:Finance
Founded:2004
Lead Investor(s):N/A
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Industry Ranking

Estimated Revenue & Financials

  • CAPITAL WEALTH ADVISORS's estimated annual revenue is currently $7M per year.
  • CAPITAL WEALTH ADVISORS's estimated revenue per employee is $155,556

Employee Data

  • CAPITAL WEALTH ADVISORS has 45 Employees.
  • CAPITAL WEALTH ADVISORS grew their employee count by 7% last year.
  • CAPITAL WEALTH ADVISORS currently has 1 job openings.
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
Triumph Busines...
$30M14316%N/A
The Colony Grou...
$37.2M17711%N/A
Planlogic
$10.7M5134%N/A
The Mercadien G...
$31.9M1521%N/A
Celtic Bank
$52.5M2505%N/A
The Strawhecker...
$7.4M3521%N/A
MassMutual Grea...
$13.7M6518%N/A
Gateway Financi...
$20.6M989%N/A
Latin American ...
$10.7M516%N/A
Coastal Payroll
$7M4525%N/A
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Capital Wealth Advisors is an elite, comprehensive wealth, insurance, and estate planning firm catering exclusively to the most affluent and discerning individuals, families, and businesses. Our clients have access to our team of highly-skilled professionals that provide a multi-disciplinary, yet highly-focused approach to wealth creation and preservation. Based in Southwest Florida, with offices in Charlotte, North Carolina, Mooresville, North Carolina, and Omaha, Nebraska, Capital Wealth Advisors is dedicated to providing innovative solutions while maintaining the highest standards of integrity. Capital Wealth Advisors is a two time Inc. 5000 company.

keywords:N/A

45

Number of Employees

$7M

Revenue (est)

1

Current Jobs

7%

Employee Growth %

N/A

Total Funding

N/A

Valuation

N/A

Accelerator

N/A

Type

Executive Contacts

NameTitleEmail
Susan BrunoManaging Director & Senior VP, Private Wealth ManagementEmail Available
Deb MinnickManaging Director - Southeast UsEmail Available
Vivien PreeceDirector of Insurance ServicesEmail Available
Matt HickeyPartnerEmail Available
Lee LarsonSenior Vice PresidentEmail Available
Carolyn KitzelPrivate Wealth ManagerEmail Available
Richard KnepflerCFO
Joseph TornincasoSenior Vice President / Private Wealth ManagementEmail Available
Philip BrodyPartner
Susie MulryOffice Manager/ Executive AssistantEmail Available

CAPITAL WEALTH ADVISORS News

1 hour ago - Adams Natural Resources Fund Inc (PEO) Position Raised by Cohen

Vanguard Capital Wealth Advisors purchased a new stake in Adams Natural Resources Fund in the fourth quarter valued at approximately

14-Mar-19 - iShares Floating Rate Bond ETF (FLOT) Stake Lessened by HL

Vanguard Capital Wealth Advisors increased its position in shares of iShares Floating Rate Bond ETF by 0.9% in the 4th quarter. Vanguard