CAPITAL WEALTH PLANNING, LLC
CRD #150764 SEC #801-70333 NAPLES, FL 239-593-2100
SEC Registered
Total AUM
$11.4B
Discretionary
$11.4B
Employees
32
Clients
--
Accounts
11,690
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $11.4B | $11.4B | $0 | 32 | 0 |
| Feb 2025 | $11.4B | $11.4B | $0 | 32 | 0 |
| Sep 2024 | $9.2B | $9.2B | $0 | 29 | 0 |
| Sep 2024 | $9.2B | $9.2B | $0 | 29 | 0 |
| Feb 2024 | $9.2B | $9.2B | $0 | 29 | 0 |
| Jan 2024 | $7.6B | $7.6B | $0 | 28 | 0 |
| Mar 2023 | $7.6B | $7.6B | $0 | 28 | 0 |
| Mar 2023 | $7.6B | $7.6B | $0 | 28 | 0 |
| Mar 2023 | $7.6B | $7.6B | $0 | 28 | 0 |
| Apr 2022 | $5B | $5B | $0 | 19 | 0 |
| Apr 2022 | $5B | $5B | $0 | 19 | 0 |
| Apr 2022 | $5B | $5B | $0 | 19 | 0 |
| Feb 2022 | $5B | $5B | $0 | 19 | 0 |
| Jul 2021 | $2.6B | $2.6B | $0 | 18 | 0 |
| Apr 2021 | $2.6B | $2.6B | $0 | 18 | 0 |
| Feb 2021 | $2.6B | $2.6B | $0 | 18 | 0 |
| Feb 2021 | $2.6B | $2.6B | $0 | 18 | 0 |
| Dec 2020 | $1.8B | $1.8B | $0 | 18 | 128 |
| May 2020 | $1.8B | $1.8B | $0 | 18 | 128 |
| May 2020 | $1.8B | $1.8B | $0 | 18 | 128 |
| Apr 2020 | $1.8B | $1.8B | $0 | 18 | 128 |
| Mar 2020 | $1.8B | $1.8B | $0 | 18 | 128 |
| Nov 2019 | $1.6B | $1.6B | $0 | 10 | 128 |
| Nov 2019 | $1.6B | $1.6B | $0 | 10 | 128 |
| Oct 2019 | $1.6B | $1.6B | $0 | 10 | 128 |
| May 2019 | $1.2B | $1.2B | $0 | 9 | 138 |
| Apr 2019 | $1.2B | $1.2B | $0 | 9 | 138 |
| Mar 2019 | $1.2B | $1.2B | $0 | 9 | 138 |
| Apr 2018 | $939.9M | $939.9M | $0 | 15 | 0 |
| Apr 2018 | $939.9M | $939.9M | $0 | 15 | 0 |
| Sep 2017 | $623.1M | $623.1M | $0 | 4 | 600 |
| Jun 2017 | $623.1M | $623.1M | $0 | 4 | 600 |
| Feb 2017 | $623.1M | $623.1M | $0 | 4 | 600 |
| Jan 2017 | $296.7M | $296.7M | $0 | 8 | 600 |
| Nov 2016 | $296.7M | $296.7M | $0 | 8 | 600 |
| Mar 2016 | $296.7M | $296.7M | $0 | 8 | 600 |
| Mar 2016 | $296.7M | $296.7M | $0 | 8 | 600 |
| Jun 2015 | $379.3M | $379.3M | $0 | 9 | 1,100 |
| Apr 2015 | $379.3M | $379.3M | $0 | 9 | 1,100 |
| Nov 2014 | $380.5M | $380.5M | $0 | 4 | 600 |
| Oct 2014 | $380.5M | $380.5M | $0 | 4 | 600 |
| Jun 2014 | $380.5M | $380.5M | $0 | 4 | 600 |
| Mar 2014 | $380.5M | $380.5M | $0 | 4 | 600 |
| Jan 2014 | $264.9M | $174.9M | $90M | 10 | 300 |
| Nov 2013 | $264.9M | $174.9M | $90M | 10 | 300 |
| Oct 2013 | $264.9M | $174.9M | $90M | 10 | 300 |
| Oct 2013 | $264.9M | $174.9M | $90M | 10 | 300 |
| Apr 2013 | $264.9M | $174.9M | $90M | 10 | 300 |
| Jul 2012 | $302M | $302M | $0 | 6 | 26 |
| Apr 2012 | $302M | $302M | $0 | 6 | 26 |
| Mar 2012 | $302M | $302M | $0 | 6 | 26 |
| Jul 2011 | $317M | $317M | $0 | 10 | -- |
| Apr 2011 | $186M | $186M | $0 | 10 | -- |
| Apr 2011 | $186M | $186M | $0 | 10 | -- |
| Mar 2011 | $186M | $186M | $0 | 10 | -- |
| Oct 2010 | $102.4M | $102.4M | $0 | 5 | -- |
| Apr 2010 | $102.4M | $102.4M | $0 | 5 | -- |
| Jan 2010 | $49.6M | $49.6M | $0 | 5 | -- |
| Sep 2009 | $0 | $0 | $0 | 5 | -- |
| Sep 2009 | $0 | $0 | $0 | 5 | -- |
| Jun 2009 | $0 | $0 | $0 | 5 | -- |
DateAug 2025
Total AUM$11.4B
Discretionary$11.4B
Non-Disc.$0
Employees32
Clients0
DateFeb 2025
Total AUM$11.4B
Discretionary$11.4B
Non-Disc.$0
Employees32
Clients0
DateSep 2024
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees29
Clients0
DateSep 2024
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees29
Clients0
DateFeb 2024
Total AUM$9.2B
Discretionary$9.2B
Non-Disc.$0
Employees29
Clients0
DateJan 2024
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$0
Employees28
Clients0
DateMar 2023
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$0
Employees28
Clients0
DateMar 2023
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$0
Employees28
Clients0
DateMar 2023
Total AUM$7.6B
Discretionary$7.6B
Non-Disc.$0
Employees28
Clients0
DateApr 2022
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees19
Clients0
DateApr 2022
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees19
Clients0
DateApr 2022
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees19
Clients0
DateFeb 2022
Total AUM$5B
Discretionary$5B
Non-Disc.$0
Employees19
Clients0
DateJul 2021
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees18
Clients0
DateApr 2021
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees18
Clients0
DateFeb 2021
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees18
Clients0
DateFeb 2021
Total AUM$2.6B
Discretionary$2.6B
Non-Disc.$0
Employees18
Clients0
DateDec 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees18
Clients128
DateMay 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees18
Clients128
DateMay 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees18
Clients128
DateApr 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees18
Clients128
DateMar 2020
Total AUM$1.8B
Discretionary$1.8B
Non-Disc.$0
Employees18
Clients128
DateNov 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees10
Clients128
DateNov 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees10
Clients128
DateOct 2019
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees10
Clients128
DateMay 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients138
DateApr 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients138
DateMar 2019
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees9
Clients138
DateApr 2018
Total AUM$939.9M
Discretionary$939.9M
Non-Disc.$0
Employees15
Clients0
DateApr 2018
Total AUM$939.9M
Discretionary$939.9M
Non-Disc.$0
Employees15
Clients0
DateSep 2017
Total AUM$623.1M
Discretionary$623.1M
Non-Disc.$0
Employees4
Clients600
DateJun 2017
Total AUM$623.1M
Discretionary$623.1M
Non-Disc.$0
Employees4
Clients600
DateFeb 2017
Total AUM$623.1M
Discretionary$623.1M
Non-Disc.$0
Employees4
Clients600
DateJan 2017
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees8
Clients600
DateNov 2016
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees8
Clients600
DateMar 2016
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees8
Clients600
DateMar 2016
Total AUM$296.7M
Discretionary$296.7M
Non-Disc.$0
Employees8
Clients600
DateJun 2015
Total AUM$379.3M
Discretionary$379.3M
Non-Disc.$0
Employees9
Clients1,100
DateApr 2015
Total AUM$379.3M
Discretionary$379.3M
Non-Disc.$0
Employees9
Clients1,100
DateNov 2014
Total AUM$380.5M
Discretionary$380.5M
Non-Disc.$0
Employees4
Clients600
DateOct 2014
Total AUM$380.5M
Discretionary$380.5M
Non-Disc.$0
Employees4
Clients600
DateJun 2014
Total AUM$380.5M
Discretionary$380.5M
Non-Disc.$0
Employees4
Clients600
DateMar 2014
Total AUM$380.5M
Discretionary$380.5M
Non-Disc.$0
Employees4
Clients600
DateJan 2014
Total AUM$264.9M
Discretionary$174.9M
Non-Disc.$90M
Employees10
Clients300
DateNov 2013
Total AUM$264.9M
Discretionary$174.9M
Non-Disc.$90M
Employees10
Clients300
DateOct 2013
Total AUM$264.9M
Discretionary$174.9M
Non-Disc.$90M
Employees10
Clients300
DateOct 2013
Total AUM$264.9M
Discretionary$174.9M
Non-Disc.$90M
Employees10
Clients300
DateApr 2013
Total AUM$264.9M
Discretionary$174.9M
Non-Disc.$90M
Employees10
Clients300
DateJul 2012
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees6
Clients26
DateApr 2012
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees6
Clients26
DateMar 2012
Total AUM$302M
Discretionary$302M
Non-Disc.$0
Employees6
Clients26
DateJul 2011
Total AUM$317M
Discretionary$317M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees10
Clients--
DateApr 2011
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$186M
Discretionary$186M
Non-Disc.$0
Employees10
Clients--
DateOct 2010
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees5
Clients--
DateApr 2010
Total AUM$102.4M
Discretionary$102.4M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$49.6M
Discretionary$49.6M
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateSep 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJun 2009
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--