United States · Is Capital Wealth Planning, LLC investing now?
No investments in the last 12 months.
What they do
- Type
- Family office (from a list, unverified)
- Cheque size
- Not stated
- Based in
- Naples, United States
- Cold pitches
- Not stated
The record
No rounds observed yet. That is a limit of the sources we read, not a finding about the firm. If it has invested, a round will put it here. Know a round it was in? Tell us.
The team
Named by the firm itself, on a filing, its Form ADV or its company registration3 named
JMJoanna M IronsMemberiForm ADV
KGKevin Glenn SimpsonPresident, MemberiForm ADV
LKLouis Karl AlbengaChief Compliance OfficeriForm ADV
We also hold 10 people at this firm from the lists this database was built from: a weaker source than the filings, since a list does not say when a title ended. Login to see them.
What the register says
From the firm's own filings with the SEC, which it must file accurately by law
$17Bassets it managesOct 2026
Registeredinvestment adviserfull reporting to the SEC
- Legal name
- Capital Wealth Planning, LLC
- SEC number
- CRD 150764