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 Advisor’s past or future performance and should not be construed as an endorsement of CWA by any third-party.
View Top Employees from Capital Wealth AdvisorsWebsite | http://www.capitalwealthadvisors.com |
Revenue | $9 million |
Funding | $1 million |
Employees | 57 (57 on RocketReach) |
Founded | 2004 |
Address | 9130 Galleria Ct Ste 327, Naples, Florida 34109, US |
Phone | (239) 434-7434 |
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Industry | Financial Services, Finance General, Estate Planning, Finance, Management Consulting, Risk Management, Professional Services, Wealth Advisory, Venture Capital, Family Business Consulting, Lending and Investments, Family Office Services, Family Education |
Web Rank | 6 Million |
Keywords | Capital Wealth Planning Naples Fl, John Neff Wharton, Capittol Wealth Advisors, Capittol Wealth Advisors Goshen, In, Joseph Kitchin |
Competitors | C&J Wealth Advisors, Finivi | Financial Advisors, HBKS Wealth Advisors, JFS Wealth Advisors, Winged Keel Group |
SIC | SIC Code 628 Companies, SIC Code 62 Companies |
NAICS | NAICS Code 52393 Companies, NAICS Code 52 Companies, NAICS Code 523 Companies, NAICS Code 5239 Companies |
Looking for a particular Capital Wealth Advisors employee's phone or email?
The Capital Wealth Advisors annual revenue was $9 million in 2024.
Lewis Johnson is the Chief Investment Officer and Partner of Capital Wealth Advisors.
57 people are employed at Capital Wealth Advisors.
Capital Wealth Advisors is based in Naples, Florida.
The NAICS codes for Capital Wealth Advisors are [52393, 52, 523, 5239].
The SIC codes for Capital Wealth Advisors are [628, 62].