CAPITAL WEALTH PLANNING, LLC
SEC file number 801-70333
· NAPLES, FL
https://planningcenter.com ↗
(name-match guess, not verified)
This record was imported using its SEC file number. A CRD has not been verified in our database. Search SEC IAPD by firm name and confirm the entity before relying on this profile.
Regulatory AUM
$9.24B
Discretionary AUM
$9.24B
Employees
29
Clients
—
Firm
- Address
- 9015 STRADA STELL CT
NAPLES, FL 34109 - Phone
- —
- Website
- https://planningcenter.com
(name-match guess, not verified) - Disciplinary
- Unknown — verify on SEC IAPD
Sources
- Search SEC IAPD to verify this firm ↗
- Last refreshed Apr 29, 2026
Possible Form D name matches (not verified)
- Planet Wealth, Inc. Medium name-match confidence · CIK 1747101