SEC Form ADV

CAPITAL WEALTH, LLC

Firm profile: Capital Wealth Planning — investment focus, AUM, decision-makers and all regulatory filings

Registered Investment AdviserUT
$116.0M
Assets Under Management
7
Employees
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Registration Details

Accession
crd-289574
Location
LEHI, UT
Filing Date
September 11, 2026
AUM
$116.0M
Employees
7
Amendment
No

Client Types

IndividualsHNW IndividualsPension Plans

About this Adviser

CAPITAL WEALTH, LLC is a registered investment adviser headquartered in LEHI, UT, managing approximately $116.0M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.