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VerifiedFinancial Services· Founded 2004

Capital Wealth Advisors

At Capital Wealth Advisors, we believe that the little things make the biggest difference. Our approach goes beyond transactions—it's about building relationships. We take the time to gain a deeper understanding of your needs, allowing us to deliver a more personalized and collaborative wealth management experience. As a comprehensive wealth, insurance, and estate planning firm, we serve individuals, families, and businesses, with a team that's fully dedicated to you. With decades of strategic wealth management experience, backed by a history of delivering meaningful and measurable value year over year, we take your financial goals and aspirations personally, and pride ourselves on earning your trust from day one—and every day CWA Asset Management Group, LLC (“CWA”) is an SEC-registered investment adviser, doing business as Capital Wealth Advisors (FL, LA, NC, OH, PA, WV). Registration does not imply any level of skill or training. CWA’s ADV 2A and Form CRS can be accessed via https://adviserinfo.sec.gov/firm/summary/158940. CWA reserves the right, to the extent permitted by law, to archive and monitor all electronic communications on CWA hosted platforms. CWA will not accept purchase or sale orders via social network messaging systems. CWA is not responsible for unsolicited content posted by third-parties. CWA does not provide tax or legal advice. CWA may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where CWA is registered or excluded or exempted from registration. Designations and/or awards are not indicative of a Financial Advisor's past or future performance, and are not an endorsement of CWA by any third-party. Follows, or likes on CWA social media accounts should not be construed as an endorsement of any CWA employee or by the firm CWA.

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HeadquartersNaples, United StatesEmployees84(51 to 200)Annual revenue<$1MFounded year2004Websitecapitalwealthadvisors.comLinkedIn profileLinkedIn

Verified contacts

67

available on Kipplo

LinkedIn employees

84

51 to 200 range

Open roles

no listings

Distinct roles

46

indexed titles

Tech stack

1

tools in use

Monthly traffic

635

organic / mo

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Top roles at Capital Wealth Advisors

46 distinct titles indexed · top 10 shown.

  • 4vice president, private wealth management
  • 3managing director private wealth management
  • 3partner
  • 3senior vice president
  • 2administrative assistant
  • 2associate financial advisor
  • 2associate trader
  • 2chief compliance officer
  • 2client services manager
  • 2vice president of private wealth management
  • +36more titles

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