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

Investment ManagementUnited States2-10 Employees

Capital Wealth Management provides customized investment management to individuals, families, and institutions. We highly value the trust that is placed in us by our clients and look to that trust as our guide in all decision making.

Our investment committee utilizes a rigorous, data-driven process to identify preferred holdings in all relevant asset classes. Through constant scrutiny and unbiased evaluation, we mitigate risk and moderate the impact of taxes and inflation.

We manage assets on behalf of our clients through our Registered Investment Advisory firm, Capital Wealth Management, LLC. Capital Wealth Management is independently owned and managed by the Principals of the firm.

Securities offered through Triad Advisors, LLC. Member FINRA/SIPC

Investment Advisory Services are offered through Capital Wealth Management, LLC., a registered investment advisor.  Capital Wealth Management, LLC. and Triad Advisors LLC. are not affiliated.

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

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

North America
23

United States Of America
23

Europe
2

United Kingdom Of Great Britain And Northern Ireland
2

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

L. F. D.
Chief Investment Officer
Mobile Phone
Email
L. D.
President & Ceo
Mobile Phone
Email
L. D.
President & Chief Executive Officer
Mobile Phone
Email
W. T.
Founder, Chief Everything Officer
Mobile Phone
Email
C. C. C.
Partner
Mobile Phone
Email
C. C.
Partner
Mobile Phone
Email
G. B.
Director Of Investment Services
Mobile Phone
Email
G. P.
Director Of Financial Reporting
Mobile Phone
Email

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

Name

Title

Contact Info

Location

Last Update

T. C. D.
Retirement Plan Specialist
Mobile Phone
Email
United StatesRhode Island
Nov 12, 2025
G. M.
Investment Services Specialist
Mobile Phone
Email
United StatesRhode Island
Oct 23, 2025
B. G.
Intern
Mobile Phone
Email
Oct 18, 2024
K. C.
Client Service Specialist
Mobile Phone
Email
Oct 21, 2024
K. G.
Marketing Coordinator
Mobile Phone
Email
Oct 16, 2024
K. S.
Financial Services Coordinator
Mobile Phone
Email
Oct 17, 2024

Frequently Asked Questions

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

Capital Wealth Management, LLC. (RI, USA) was founded in 1989 operates in the Investment Management industry. The company's main headquarters is located in 1300 Division Road, Suite 203 West Warwick, RI 02893, US; you can contact the main corporate office by phone at

+1-401-885-****

. 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?

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?

Capital Wealth Management, LLC. (RI, USA) has approximately 10 employees as of December 2025. These team members are located across 2 continents, including North AmericaEurope.

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

As of December 2025, Capital Wealth Management, LLC. (RI, USA)'s key employees include:

Chief Investment Officer: L. F. D.
President & Ceo: L. D.
President & Chief Executive Officer: L. D.
Founder, Chief Everything Officer: W. T.
Partner: C. C. C.

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