CAPITAL WEALTH MANAGEMENT

8 known aliases resolved via the canonical alias map

Market position · 2024

Plans served9-1 YoYRank #1390 of mapped providers

Assets under administration$185M0.0%Market share · rank #6378

Fees received$337,659Median $35,798/planSum across Schedule C direct + indirect

Net wins YoY-12 won · 3 lostPlan-level switch detection

See full CAPITAL WEALTH MANAGEMENT analytics. $4.99 for your first month.

Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.