Sponsor portfolio
CAPITAL WEALTH ADVISORS, INC.
EIN 57-1155672financial servicesLatest filing 2025
Plans
1
Retirement
1
$8.7M assets
Welfare
0
Participants
69
9130 GALLERIA CT, 3RD FLOOR - NAPLES, FL 34109239-434-7434capitalwealthadvisors.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | CAPITAL WEALTH ADVISORS, INC. 401(K) PROFIT SHARING PLAN | 401k | $8.7M | 69 | 2025 |
Retirement plans