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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Aug 29, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| ALBENGA, LOUIS, KARL | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUNEAU, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUNEAU, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUNEAU, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUNEAU, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUNEAU, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUNEAU, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUNEAU, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUNEAU, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUNEAU, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUNEAU, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| BRUNEAU, BRIAN, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, JEFFREY, ALAN | I | CHIEF COMPLIANCE OFFICER | NA | |
| CARNEY, RYAN, JEFFREY | I | INTERIM CHIEF COMPLIANCE OFFICER | NA | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | E | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | E | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | E | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| IRONS, JOANNA, M | I | MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
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| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
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| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
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| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
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| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
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| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
| SIMPSON, KEVIN, GLENN | I | PRESIDENT, MEMBER | D | Control |
Registrations
Federal
IA
Aug 29, 2025 REGISTERED
Notice Filings (12)
CA CT FL MI MN MO NH NY OH PA RI TX
Address
9015 STRADA STELL CTSUITE 203
NAPLES, FL 34109
United States
Phone: 239-593-2100