Capital Wealth Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 157959
- SEC number
- 801-76539
- Firm type
- RIA
- Assets under management
- $1.1B as of Apr 16, 2026
- Website
- www.capitalwealthllc.com ↗
- Phone
- (401) 885-1060
- Address
- 1300 Division Road, West Warwick, RI, 02893
Advisors at this firm
12 in our index · page 1 of 1
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Peter James AlofsinCRD 2274434 · West Warwick, RIIA RegisteredBrokerDisclosure event(s) on record
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Curt A CasertaCRD 2709324 · West Warwick, RIIA RegisteredBroker
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Lawrence Francis DooleyCRD 2376082 · West Warwick, RIIA Registered
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Jameson Charles DuckworthCRD 7161505 · West Warwick, RIIA RegisteredBroker
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Lee Alan DuckworthCRD 2097591 · West Warwick, RIIA RegisteredBrokerDisclosure event(s) on record
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Tyler Currie DuckworthCRD 7661401 · West Warwick, RIIA Registered
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Brian Andrew GlatzCRD 2785407 · West Warwick, RIIA RegisteredBroker
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Shane M JedsonCRD 8136356 · West Warwick, RIIA Registered
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Garrett Joseph MarcouxCRD 8084151 · West Warwick, RIIA Registered
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Michael G. PerreaultCRD 6692618 · West Warwick, RIIA Registered
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Bernard Allan PoirierCRD 4844757 · Warwick, RIIA Registered
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James Boyd SpeightsCRD 1362050 · West Warwick, RIIA RegisteredBrokerDisclosure event(s) on record
1–12 of 12
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 157959 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.