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Capital Wealth Advisors (CWA)

EST. AUM
$4,514,473,566

CONTACTS
18

CLIENT ACCOUNTS
5,041

Firm Details

Metro area Naples
CRD Number 158940
Website capitalwealthadvisors.com
Client types

Overview

Since 2004, Capital Wealth Advisors has experienced tremendous growth in its Asset Management, Risk Management, and Family Office divisions. The Capital Wealth Advisors team has grown to over 40 professionals and the company has thrived. In addition to its headquarters in Naples, Florida, the firm has offices in Miami, Florida; Charlotte, North Carolina; Mooresville, North Carolina; and Omaha, Nebraska. Today, Capital Wealth Advisors has clients in over 40 states and has achieved national recognition for its work. Most importantly, Capital Wealth Advisors is active in the local community, giving time and resources to various local charities.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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