Capital Wealth Advisors logo

Capital Wealth Advisors Employee Directory

Financial ServicesFlorida, United States51-200 Employees

Capital Wealth Advisors operates as the advisory practice of CWA Asset Management Group, LLC, an SEC-registered investment adviser serving clients across Florida, Louisiana, North Carolina, Ohio, Pennsylvania, and West Virginia. The firm is headquartered in Naples, Florida, at 9130 Galleria Court, Third Floor, Naples 34109, and employs between 51 and 200 people. It provides a range of financial services described as wealth management, insurance, and estate planning for individuals, families, and businesses, emphasizing a personalized, relationship-based approach. The firm notes decades of strategic wealth management experience and a dedicated team focused on delivering value to clients year after year. In 2023, Capital Wealth Advisors was listed on the Inc. 5000, reflecting external recognition of its growth.

Find Capital Wealth Advisors employees' phone numbers or email addresses

Capital Wealth Advisors Global Highlights

Location
Employees

North America
155

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  • United States Of America
    155

Asia
3

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  • India
    3

Capital Wealth Advisors's Leadership

  • Stylized image of a person
    C. B.
    Vice President - Client Services
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    K. V.
    Vice President Private Wealth Management
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    M. M.
    President And Ceo
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    J. C.
    President
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    S. W.
    President
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    W. H.
    Founder Owner
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    J. Y.
    Managing Partner
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    P. B.
    Partner
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Capital Wealth Advisors Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Community & Social Services
  • Consultant
  • Finance
  • Business
  • Other
  • Human Resources
  • Entrepreneurship

Contact profiles from Capital Wealth Advisors

Name
Title
Contact Info
Location
Last Update
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    S. P.
    Security Administrator
    Phone icon
    Oct 17, 2024
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    S. C.
    Executive Assistant
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    Oct 16, 2024
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    S. C.
    Executive Assistant
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    Oct 16, 2024
  • Stylized image of a person
    T. C.
    Teacher
    Phone icon
    Oct 16, 2024
  • Stylized image of a person
    S. G.
    Wealth Advisor
    Phone icon
    IndiaNCT
    Feb 17, 2026
  • Stylized image of a person
    K. S.
    Wealth Advisor
    Phone icon
    India
    Jul 31, 2026
  • Stylized image of a person
    R. M.
    Wealth Advisor
    Phone icon
    IndiaNCT
    Jul 31, 2026

Frequently Asked Questions

What is Capital Wealth Advisors known for?

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Capital Wealth Advisors was founded in 2004 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Capital Wealth Advisors's company overview page for more information.

What is Capital Wealth Advisors's most common email format?

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Capital Wealth Advisors employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Capital Wealth Advisors email formats with LeadIQ.

How many employees does Capital Wealth Advisors have currently?

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Capital Wealth Advisors has approximately 92 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Capital Wealth Advisors's key employees and leadership?

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As of July 2026, Capital Wealth Advisors's key employees include:

  • Vice President - Client Services: C. B.
  • Vice President Private Wealth Management: K. V.
  • President And Ceo: M. M.
  • President: J. C.
  • President: S. W.

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