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CAPITAL WEALTH INVESTMENTS

SCRANTON, PA · CRD 311698 · IAPD ↗ · 570-543-5255

$423.0MRegulatory AUM
2Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2024 — CAPITAL WEALTH INVESTMENTS reported RAUM up 28% ($256.6M -> $328.3M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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