Capital Wealth Advisors

Capital Wealth Advisors

Financial Services, 9130 Galleria Ct, Naples, Florida, 34109, United States, 51-200 Employees

capitalwealthadvisors.com

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Who is CAPITAL WEALTH ADVISORS

Capital Wealth Advisors is a comprehensive wealth, insurance, and estate planning firm catering to affluent and discerning individuals, families, and businesses. Our clients have access t...

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  • 9130 Galleria Ct, Naples, Florida, 34109, United States Headquarters: 9130 Galleria Ct, Naples, Florida, 34109, United States
  • 2004 Date Founded: 2004
  • 51-200 Employees: 51-200
  • dollar-icon Revenue: $25 Million to $50 Million
  • tech-icon Active Tech Stack: See technologies

industries-icon Industry: Financial Services

SIC SIC Code: 6282 | NAICS Code: 523940 | Show More

checked-icon Does something look wrong? Fix it. | View contact records from CAPITAL WEALTH ADVISORS

Capital Wealth Advisors Org Chart and Mapping

Employees

CHSNC Matt Moser

Financial Advisor - Special Needs Planner

Susie Mulry

Executive Assistant to the President

Tyler Knight

Wealth Management Intern

Patricia Valerio

Director of Underwriting

Roxane Galati

Senior Vice President - Private Wealth Management at Capital Wealth Advisors

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Frequently Asked Questions Regarding Capital Wealth Advisors

Answer: Capital Wealth Advisors's headquarters are located at 9130 Galleria Ct, Naples, Florida, 34109, United States

Answer: Capital Wealth Advisors's phone number is 23********

Answer: Capital Wealth Advisors's official website is https://capitalwealthadvisors.com

Answer: Capital Wealth Advisors's revenue is $25 Million to $50 Million

Answer: Capital Wealth Advisors's SIC: 6282

Answer: Capital Wealth Advisors's NAICS: 523940

Answer: Capital Wealth Advisors has 51-200 employees

Answer: Capital Wealth Advisors is in Financial Services

Answer: Capital Wealth Advisors contact info: Phone number: 23******** Website: https://capitalwealthadvisors.com

Answer: Capital Wealth Advisors is a comprehensive wealth, insurance, and estate planning firm catering to affluent and discerning individuals, families, and businesses. Our clients have access to our team of experienced professionals that provide a multi-disciplinary, yet highly-focused approach to wealth creation and preservation. Headquartered in Naples, Florida, with additional offices in Charlotte, NC; Cary, NC; and New Orleans, Louisiana, Capital Wealth Advisors is dedicated to providing innovative solutions while maintaining the highest standards of integrity. CWA Asset Management Group (CWA) reserves the right, to the extent permitted by law, to archive and monitor all electronic communications on CWA hosted platforms. CWA Asset Management Group, LLC will not accept purchase or sale orders via social media messaging systems. CWA Asset Management Group, LLC is not responsible for unsolicited content posted by third parties. Nothing contained on social media platforms representing CWA, or its employees should be interpreted as investment, legal tax or other advice nor is it to be relied on in making an investment or other decision. CWA Asset Management Group, LLC may only transact business, follow-up with individualized responses, or render personalized investment advice for compensation, in states where CWA is registered or excluded or exempted from registration. The information or content made available is not a recommendation, or an offer to sell, or a solicitation of any offer to buy, an interest in any security or investment strategy including an interest in any investment vehicle managed or advised by CWA or its affiliates. Designations and/or awards are not indicative of an Advisors past or future performance and should not be construed as an endorsement of CWA by any third-party.

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