CAPITAL WEALTH MANAGEMENT, LLC
CRD #157959 SEC #801-76539 WEST WARWICK, RI (401) 885-1060
SEC Registered
Total AUM
$1B
Discretionary
$1B
Employees
17
Clients
251
Accounts
632
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $1B | $1B | $0 | 17 | 0 |
| Oct 2025 | $1B | $1B | $0 | 17 | 0 |
| Aug 2025 | $1B | $1B | $0 | 17 | 0 |
| Jul 2025 | $1B | $1B | $0 | 17 | 0 |
| Apr 2025 | $1B | $1B | $0 | 17 | 0 |
| Mar 2025 | $1B | $1B | $0 | 17 | 0 |
| Dec 2024 | $858M | $858M | $0 | 17 | 0 |
| Nov 2024 | $858M | $858M | $0 | 17 | 0 |
| Sep 2024 | $858M | $858M | $0 | 17 | 0 |
| Mar 2024 | $858M | $858M | $0 | 17 | 0 |
| Nov 2023 | $772.5M | $772.5M | $0 | 17 | 0 |
| Apr 2023 | $772.5M | $772.5M | $0 | 17 | 0 |
| Mar 2023 | $772.5M | $772.5M | $0 | 17 | 0 |
| Dec 2022 | $764.5M | $723.2M | $41.3M | 16 | 0 |
| Oct 2022 | $764.5M | $723.2M | $41.3M | 16 | 0 |
| Mar 2022 | $764.5M | $723.2M | $41.3M | 16 | 0 |
| Sep 2021 | $649.7M | $594.9M | $54.8M | 20 | 0 |
| Mar 2021 | $649.7M | $594.9M | $54.8M | 20 | 0 |
| Nov 2020 | $568.7M | $500.7M | $68.1M | 21 | 0 |
| May 2020 | $568.7M | $500.7M | $68.1M | 21 | 0 |
| May 2020 | $568.7M | $500.7M | $68.1M | 21 | 0 |
| Mar 2020 | $568.7M | $500.7M | $68.1M | 21 | 0 |
| Aug 2019 | $453.9M | $364.3M | $89.7M | 19 | 0 |
| Mar 2019 | $453.9M | $364.3M | $89.7M | 19 | 0 |
| Nov 2018 | $428.5M | $294.9M | $133.6M | 19 | 12 |
| May 2018 | $428.5M | $294.9M | $133.6M | 19 | 12 |
| Mar 2018 | $428.5M | $294.9M | $133.6M | 19 | 12 |
| Jan 2018 | $410.7M | $223.9M | $186.8M | 15 | 473 |
| Nov 2017 | $410.7M | $223.9M | $186.8M | 15 | 473 |
| Jul 2017 | $346.3M | $182.5M | $163.8M | 15 | 500 |
| Jun 2017 | $346.3M | $182.5M | $163.8M | 15 | 500 |
| May 2017 | $346.3M | $182.5M | $163.8M | 15 | 500 |
| Mar 2017 | $346.3M | $182.5M | $163.8M | 15 | 500 |
| Jan 2017 | $273.6M | $140.7M | $132.8M | 13 | 400 |
| Jul 2016 | $273.6M | $140.7M | $132.8M | 13 | 400 |
| Apr 2016 | $273.6M | $140.7M | $132.8M | 13 | 400 |
| Mar 2016 | $273.6M | $140.7M | $132.8M | 13 | 400 |
| Apr 2015 | $258.3M | $135.6M | $122.7M | 12 | 380 |
| Mar 2015 | $258.3M | $135.6M | $122.7M | 12 | 380 |
| Mar 2014 | $218.6M | $110.5M | $108.1M | 11 | 310 |
| Sep 2013 | $223.8M | $122M | $101.8M | 11 | 270 |
| Mar 2013 | $223.8M | $122M | $101.8M | 11 | 270 |
| Sep 2012 | $155.2M | $88M | $67.2M | 6 | 225 |
| Apr 2012 | $155.2M | $88M | $67.2M | 6 | 225 |
DateNov 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients0
DateOct 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients0
DateAug 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients0
DateJul 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients0
DateApr 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients0
DateMar 2025
Total AUM$1B
Discretionary$1B
Non-Disc.$0
Employees17
Clients0
DateDec 2024
Total AUM$858M
Discretionary$858M
Non-Disc.$0
Employees17
Clients0
DateNov 2024
Total AUM$858M
Discretionary$858M
Non-Disc.$0
Employees17
Clients0
DateSep 2024
Total AUM$858M
Discretionary$858M
Non-Disc.$0
Employees17
Clients0
DateMar 2024
Total AUM$858M
Discretionary$858M
Non-Disc.$0
Employees17
Clients0
DateNov 2023
Total AUM$772.5M
Discretionary$772.5M
Non-Disc.$0
Employees17
Clients0
DateApr 2023
Total AUM$772.5M
Discretionary$772.5M
Non-Disc.$0
Employees17
Clients0
DateMar 2023
Total AUM$772.5M
Discretionary$772.5M
Non-Disc.$0
Employees17
Clients0
DateDec 2022
Total AUM$764.5M
Discretionary$723.2M
Non-Disc.$41.3M
Employees16
Clients0
DateOct 2022
Total AUM$764.5M
Discretionary$723.2M
Non-Disc.$41.3M
Employees16
Clients0
DateMar 2022
Total AUM$764.5M
Discretionary$723.2M
Non-Disc.$41.3M
Employees16
Clients0
DateSep 2021
Total AUM$649.7M
Discretionary$594.9M
Non-Disc.$54.8M
Employees20
Clients0
DateMar 2021
Total AUM$649.7M
Discretionary$594.9M
Non-Disc.$54.8M
Employees20
Clients0
DateNov 2020
Total AUM$568.7M
Discretionary$500.7M
Non-Disc.$68.1M
Employees21
Clients0
DateMay 2020
Total AUM$568.7M
Discretionary$500.7M
Non-Disc.$68.1M
Employees21
Clients0
DateMay 2020
Total AUM$568.7M
Discretionary$500.7M
Non-Disc.$68.1M
Employees21
Clients0
DateMar 2020
Total AUM$568.7M
Discretionary$500.7M
Non-Disc.$68.1M
Employees21
Clients0
DateAug 2019
Total AUM$453.9M
Discretionary$364.3M
Non-Disc.$89.7M
Employees19
Clients0
DateMar 2019
Total AUM$453.9M
Discretionary$364.3M
Non-Disc.$89.7M
Employees19
Clients0
DateNov 2018
Total AUM$428.5M
Discretionary$294.9M
Non-Disc.$133.6M
Employees19
Clients12
DateMay 2018
Total AUM$428.5M
Discretionary$294.9M
Non-Disc.$133.6M
Employees19
Clients12
DateMar 2018
Total AUM$428.5M
Discretionary$294.9M
Non-Disc.$133.6M
Employees19
Clients12
DateJan 2018
Total AUM$410.7M
Discretionary$223.9M
Non-Disc.$186.8M
Employees15
Clients473
DateNov 2017
Total AUM$410.7M
Discretionary$223.9M
Non-Disc.$186.8M
Employees15
Clients473
DateJul 2017
Total AUM$346.3M
Discretionary$182.5M
Non-Disc.$163.8M
Employees15
Clients500
DateJun 2017
Total AUM$346.3M
Discretionary$182.5M
Non-Disc.$163.8M
Employees15
Clients500
DateMay 2017
Total AUM$346.3M
Discretionary$182.5M
Non-Disc.$163.8M
Employees15
Clients500
DateMar 2017
Total AUM$346.3M
Discretionary$182.5M
Non-Disc.$163.8M
Employees15
Clients500
DateJan 2017
Total AUM$273.6M
Discretionary$140.7M
Non-Disc.$132.8M
Employees13
Clients400
DateJul 2016
Total AUM$273.6M
Discretionary$140.7M
Non-Disc.$132.8M
Employees13
Clients400
DateApr 2016
Total AUM$273.6M
Discretionary$140.7M
Non-Disc.$132.8M
Employees13
Clients400
DateMar 2016
Total AUM$273.6M
Discretionary$140.7M
Non-Disc.$132.8M
Employees13
Clients400
DateApr 2015
Total AUM$258.3M
Discretionary$135.6M
Non-Disc.$122.7M
Employees12
Clients380
DateMar 2015
Total AUM$258.3M
Discretionary$135.6M
Non-Disc.$122.7M
Employees12
Clients380
DateMar 2014
Total AUM$218.6M
Discretionary$110.5M
Non-Disc.$108.1M
Employees11
Clients310
DateSep 2013
Total AUM$223.8M
Discretionary$122M
Non-Disc.$101.8M
Employees11
Clients270
DateMar 2013
Total AUM$223.8M
Discretionary$122M
Non-Disc.$101.8M
Employees11
Clients270
DateSep 2012
Total AUM$155.2M
Discretionary$88M
Non-Disc.$67.2M
Employees6
Clients225
DateApr 2012
Total AUM$155.2M
Discretionary$88M
Non-Disc.$67.2M
Employees6
Clients225