Capital Wealth Planning Revenue and Competitors

Naples, FL USA

Location

N/A

Total Funding

Investments

Industry

Estimated Revenue & Valuation

  • Capital Wealth Planning's estimated annual revenue is currently $6.4M per year.(i)
  • Capital Wealth Planning's estimated revenue per employee is $181,600

Employee Data

  • Capital Wealth Planning has 35 Employees.(i)
  • Capital Wealth Planning grew their employee count by 6% last year.

Capital Wealth Planning's People

NameTitleEmail/Phone
1
Founder & Chief Investment OfficerReveal Email/Phone
2
FounderReveal Email/Phone
3
AVPReveal Email/Phone
4
Director Operations & ComplianceReveal Email/Phone
5
Director National Accounts and Institutional SalesReveal Email/Phone
6
Director Advisor Relationship ManagementReveal Email/Phone
7
Director Operations and Client ServicesReveal Email/Phone
8
Managing Director, Northeast RegionReveal Email/Phone
9
Lead Portfolio ManagerReveal Email/Phone
10
Operations & Client Services ManagerReveal Email/Phone
Competitor NameRevenueNumber of EmployeesEmployee GrowthTotal FundingValuation
#1
$6.5M3633%N/AN/A
#2
$11.6M578%N/AN/A
#3
$8.2M457%N/AN/A
#4
$18.4M8114%N/AN/A
#5
$13.7M676%N/AN/A
#6
$7.4M418%N/AN/A
#7
$5.6M317%N/AN/A
#8
$3.8M24-11%N/AN/A
#9
$4.6M290%N/AN/A
#10
$18.2M800%N/AN/A
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What Is Capital Wealth Planning?

Capital Wealth Planning is a fee based, fiduciary, SEC Registered Investment Advisory Firm. SEC Registration does not imply a certain level of skill or training. CWP offers actively managed, tactical, SMA covered call strategies that focus on delivering income and competitive risk-adjusted returns. CWP provides financial planning and investment management services through separately managed accounts to high net worth individual retirement accounts, endowments, non-profit organizations, pensions, profit sharing plans, trusts, estates and corporations. CWP’s strategic focus is concentrated on providing customized investment products and services for both institutional and private clients. Capital Wealth Planning, LLC LinkedIn Page Terms of Use The content on the page is provided for informational purposes only and is not meant to provide any specific financial, investment or other advice, and should not be relied upon that regard. Nothing on the Page constitutes an offer to sell or solicitation or offer to buy securities or other financial instruments. Capital Wealth Planning, LLC will not be responsible or liable for LinkedIn, Inc., the LinkedIn website of content of the Page (including any links on the Page) in any way, including being liable for any losses, or direct or indirect damages arising from any errors or omissions in any such content, links or any action or decision made by you or anyone else in reliance on any such content, the LinkedIn website or your use of the Page. Links on our page do not constitute an endorsement of the site being linked to or its content, we do not control, and are not responsible for, any website linked from or to the page, the content of those websites, and the privacy practices of those websites, the third parties named on such websites, or their products and services.

keywords:N/A

N/A

Total Funding

35

Number of Employees

$6.4M

Revenue (est)

6%

Employee Growth %

N/A

Valuation

N/A

Accelerator

Company NameRevenueNumber of EmployeesEmployee GrowthTotal Funding
#1
$4.2M35-5%N/A
#2
$6.2M356%N/A
#3
$5M356%N/A
#4
$8.1M359%N/A
#5
$4.5M350%N/A