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CAPITAL WEALTH PLANNING, LLC

NAPLES, FL · CRD 150764 · IAPD ↗ · 239-593-2100

$17.25BRegulatory AUM
6Advisory reps
30Employees
0Clients
n/aPlanning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
April 2026 — CAPITAL WEALTH PLANNING, LLC added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
70
April 2026 — CAPITAL WEALTH PLANNING, LLC reported RAUM up 51% ($11.42B -> $17.25B).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
72
April 2026 — CAPITAL WEALTH PLANNING, LLC grew from 4 to 6 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
49
October 2024 — CAPITAL WEALTH PLANNING, LLC notice-filed in CA, CT.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.