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CAPITAL WEALTH PLANNING LLC

EIN 06-1748623-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.3M assets
Welfare
0
Participants
37
9015 STRADA STELL CT STE 203 - NAPLES, FL 341094373239-593-2100capitalwealthplanning.comLinkedIn11-50 employeesinvestment management
Plans on this EIN
1 filing
#001401k-$1.3M - 37 part

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Retirement#001

CAPITAL WEALTH PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST

401k

Assets$1.3M
Participants37
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001CAPITAL WEALTH PLANNING LLC 401(K) PROFIT SHARING PLAN & TRUST401k$1.3M372025
Retirement plans
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