Capital Wealth Management, LLC. (RI, USA) logo

Capital Wealth Management, LLC. (RI, USA) Employee Directory

Investment ManagementRhode Island, United States2-10 Employees

Capital Wealth Management, LLC is an investment management firm based in West Warwick, Rhode Island, serving individuals, families, and institutions with customized investment oversight. The firm operates through its registered investment advisory entity, emphasizing a data-driven investment committee process to select holdings across relevant asset classes, with a focus on risk mitigation and consideration of taxes and inflation. Security offerings are provided through Triad Advisors, LLC, while Capital Wealth Management, LLC. and Triad Advisors are not affiliated, reflecting an independent advisory structure. The company underscores its commitment to client trust as a guiding principle in decision making, and engages in partnerships such as a recent collaboration with Regis College to develop programs alongside regional entities. The organization is independently owned and managed by its principals and maintains a professional presence at its Rhode Island address.

Find Capital Wealth Management, LLC. (RI, USA) employees' phone numbers or email addresses

Capital Wealth Management, LLC. (RI, USA) Global Highlights

Location
Employees

North America
22

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  • United States Of America
    22

Europe
1

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  • United Kingdom Of Great Britain And Northern Ireland
    1

Capital Wealth Management, LLC. (RI, USA)'s Leadership

  • Stylized image of a person
    T. H.
    Chief Executive Officer And Principal
    Phone icon
  • Stylized image of a person
    W. T.
    Founder, Chief Everything Officer
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  • Stylized image of a person
    B. A. A.
    Executive Wealth Manager
    Phone icon
  • Stylized image of a person
    A. L.
    Administrative Coordinator
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  • Stylized image of a person
    B. G.
    Intern
    Phone icon
  • Stylized image of a person
    K. C.
    Client Service Specialist
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  • Stylized image of a person
    K. G.
    Marketing Coordinator
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  • Stylized image of a person
    K. S.
    Financial Services Coordinator
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Capital Wealth Management, LLC. (RI, USA) Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Other
  • Business

Contact profiles from Capital Wealth Management, LLC. (RI, USA)

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    T. H.
    Chief Executive Officer And Principal
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    W. T.
    Founder, Chief Everything Officer
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    B. A. A.
    Executive Wealth Manager
    Phone icon
    United Kingdom
    Nov 12, 2022
  • Stylized image of a person
    A. L.
    Administrative Coordinator
    Phone icon
    May 31, 2026
  • Stylized image of a person
    B. G.
    Intern
    Phone icon
    Oct 18, 2024
  • Stylized image of a person
    K. C.
    Client Service Specialist
    Phone icon
    Oct 21, 2024
  • Stylized image of a person
    K. G.
    Marketing Coordinator
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    K. S.
    Financial Services Coordinator
    Phone icon
    Oct 17, 2024

Frequently Asked Questions

What is Capital Wealth Management, LLC. (RI, USA) known for?

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Capital Wealth Management, LLC. (RI, USA) was founded in 1989 operates in the Investment Management industry; you can contact the main corporate office by phone at . Explore Capital Wealth Management, LLC. (RI, USA)'s company overview page for more information.

What is Capital Wealth Management, LLC. (RI, USA)'s most common email format?

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Capital Wealth Management, LLC. (RI, USA) employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital Wealth Management, LLC. (RI, USA) email formats with LeadIQ.

How many employees does Capital Wealth Management, LLC. (RI, USA) have currently?

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Capital Wealth Management, LLC. (RI, USA) has approximately 9 employees as of August 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Capital Wealth Management, LLC. (RI, USA)'s key employees and leadership?

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As of August 2026, Capital Wealth Management, LLC. (RI, USA)'s key employees include:

  • Chief Executive Officer And Principal: T. H.
  • Founder, Chief Everything Officer: W. T.
  • Executive Wealth Manager: B. A. A.
  • Administrative Coordinator: A. L.
  • Intern: B. G.

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