Insights

High-Value Asset Management Capital Wealth Planning manages substantial investment stakes in major corporations such as TJX Companies and IBM, indicating a client base with significant assets requiring specialized wealth management solutions and tailored advisory services.

Focus on Niche Strategies The company's emphasis on actively managed, tactical SMA-covered call strategies suggests a target audience of high-net-worth individuals and institutional clients seeking sophisticated, income-generating investment products.

Growing Investment Portfolio Recent heavy investments in diverse industries including retail, mining, aerospace, and waste management highlight opportunities to approach clients involved in similar sectors looking for customized investment strategies or asset management services.

Mid-Sized Firm Profile With a team of 11-50 employees and revenue between 50 to 100 million dollars, Capital Wealth Planning is positioned as a specialized but scalable service provider, making it a candidate for premium financial solutions and strategic partnerships.

Sustainability & Compliance Focus As a fiduciary and SEC-registered advisor, the company emphasizes regulatory compliance and ethical investment practices, highlighting sales opportunities in ESG-focused investment products or advisory services aligned with regulatory standards.

Capital Wealth Planning, LLC Tech Stack

Capital Wealth Planning, LLC uses 8 technology products and services including Cloudflare, Shopify, Twemoji, and more. Explore Capital Wealth Planning, LLC's tech stack below.

  • Cloudflare
    Content Management System
  • Shopify
    E-commerce
  • Twemoji
    Font Scripts
  • Google Maps
    Maps
  • PHP
    Programming Languages
  • Yoast SEO
    Search Engines
  • Google Tag Manager
    Tag Management
  • Google Analytics
    Web Analytics

Media & News

Capital Wealth Planning, LLC's Email Address Formats

Capital Wealth Planning, LLC uses at least 1 format(s):
Capital Wealth Planning, LLC Email FormatsExamplePercentage
FLast@capitalwealthplanning.comJDoe@capitalwealthplanning.com
44%
First@capitalwealthplanning.comJohn@capitalwealthplanning.com
6%
FLast@capitalwealthplanning.comJDoe@capitalwealthplanning.com
44%
First@capitalwealthplanning.comJohn@capitalwealthplanning.com
6%

Frequently Asked Questions

Where is Capital Wealth Planning, LLC's headquarters located?

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Capital Wealth Planning, LLC's main headquarters is located at 9015 Strada Stell Ct., Suite 203 Naples, Florida 34109, US. The company has employees across 1 continents, including North America.

What is Capital Wealth Planning, LLC's phone number?

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You can contact Capital Wealth Planning, LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Capital Wealth Planning, LLC's official website and social media links?

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Capital Wealth Planning, LLC's official website is capitalwealthplanning.com and has social profiles on LinkedIn.

What is Capital Wealth Planning, LLC's SIC code NAICS code?

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Capital Wealth Planning, LLC's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Capital Wealth Planning, LLC have currently?

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As of December 2025, Capital Wealth Planning, LLC has approximately 34 employees across 1 continents, including North America. Key team members include Chief Investment Officer: J. S.Chief Compliance Officer: R. C.Chief Compliance Officer: J. C.. Explore Capital Wealth Planning, LLC's employee directory with LeadIQ.

What industry does Capital Wealth Planning, LLC belong to?

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Capital Wealth Planning, LLC operates in the Investment Management industry.

What technology does Capital Wealth Planning, LLC use?

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Capital Wealth Planning, LLC's tech stack includes CloudflareShopifyTwemojiGoogle MapsPHPYoast SEOGoogle Tag ManagerGoogle Analytics.

What is Capital Wealth Planning, LLC's email format?

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Capital Wealth Planning, LLC's email format typically follows the pattern of FLast@capitalwealthplanning.com. Find more Capital Wealth Planning, LLC email formats with LeadIQ.

When was Capital Wealth Planning, LLC founded?

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Capital Wealth Planning, LLC was founded in 2005.

Capital Wealth Planning, LLC

Investment ManagementUnited States11-50 Employees

Capital Wealth Planning, LLC (CWP) is a fee-based, fiduciary, SEC Registered Investment Adviser. SEC Registration does not imply a certain level of skill or training. CWP offers actively managed, tactical, SMA-covered call strategies that focus on delivering income and competitive risk-adjusted returns. CWP provides investment management services through separately managed accounts to high-net-worth individuals, retirement accounts, endowments, non-profit organizations, pensions, profit-sharing plans, trusts, estates, and corporations. CWP’s strategic focus is concentrated on providing customized investment products and services for both institutional and private clients.  

Capital Wealth Planning, LLC LinkedIn Page Terms of Use:  

The content on the page is provided for informational purposes only and is not meant to provide any specific financial, investment, or other advice and should not be relied upon in that regard. Nothing on the Page constitutes an offer to sell or solicitation or offer to buy securities or other financial instruments.  

Capital Wealth Planning, LLC will not be responsible or liable for LinkedIn, the LinkedIn website, or the content of the Page (including any links on the Page) in any way, including being liable for any losses, or direct or indirect damages arising from any errors or omissions in any such content, links or any action or decision made by you or anyone else in reliance on any such content, the LinkedIn website or your use of the Page. Links on our page do not constitute an endorsement of the site being linked to or its content, we do not control and are not responsible for, any website linked from or to the page, the content of those websites, and the privacy practices of those websites, the third parties named on such websites, or their products and services.

Section iconCompany Overview

Headquarters
9015 Strada Stell Ct., Suite 203 Naples, Florida 34109, US
Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
5239 - Other Financial Investment Activities
Founded
2005
Employees
11-50

Section iconFunding & Financials

  • $50M$100M

    Capital Wealth Planning, LLC's revenue is estimated to be in the range of $50M$100M

Section iconFunding & Financials

  • $50M$100M

    Capital Wealth Planning, LLC's revenue is estimated to be in the range of $50M$100M

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