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Capital Wealth Management, LLC

Company Details

Name: Capital Wealth Management, LLC
Jurisdiction: Rhode Island
Entity type: Foreign Limited Liability Company
Status: Activ
Date of Organization in Rhode Island: 15 Feb 2018 (7 years ago)
Identification Number: 001681559
ZIP code: 02893
County: Kent County
Place of Formation: DELAWARE
Purpose: TO PROVIDE INVESMENT ADVISORY WEALTH MANAGEMENT FINANCIAL PLANNING INSURANCE AND RELATED SERVICES
Principal Address: Google Maps Logo 1209 ORANGE STREET CORPORATION TRUST CENTER, WILMINGTON, DE, 19801, USA
Mailing Address: Google Maps Logo 1300 DIVISION ROAD SUITE 203 CAPITAL WEALTH MANAGEMENT LLC, WEST WARWICK, RI, 02893, USA

Industry & Business Activity

NAICS

541690 Other Scientific and Technical Consulting Services

This industry comprises establishments primarily engaged in providing advice and assistance to businesses and other organizations on scientific and technical issues (except environmental). Learn more at the U.S. Census Bureau

Agent

Name Role Address
JONATHAN V. KALANDER, ESQ. Agent 931 JEFFERSON BOULEVARD SUITE 2004, WARWICK, RI, 02886, USA

MANAGER

Name Role Address
CAPITAL WEALTH, INC MANAGER 1300 DIVISION ROAD, SUITE 203 WEST WARWICK, RI 02893 USA

Central Index Key

A CIK (Central Index Key) number is a unique identifier assigned by the U.S. Securities and Exchange Commission (SEC) to companies that: Are publicly traded on U.S. stock exchanges, File reports with the SEC.

Note: Having a CIK number indicates that: The company is registered with the SEC, Files regular financial reports (like 10-K, 10-Q), Must comply with federal securities laws and regulations, Has public shareholders, Makes financial information publicly available through SEC's EDGAR database.

CIK number:
0001730456
Phone:
401-885-1060

Latest Filings

Form type:
13F-HR
File number:
028-18388
Filing date:
2025-04-18
File:
Form type:
13F-HR
File number:
028-18388
Filing date:
2025-01-16
File:
Form type:
13F-HR
File number:
028-18388
Filing date:
2024-10-18
File:
Form type:
13F-HR
File number:
028-18388
Filing date:
2024-07-17
File:
Form type:
N-PX
File number:
028-18388
Filing date:
2024-07-15
File:

Form 5500 Series

Employer Identification Number (EIN):
364885141
Plan Year:
2023
Number Of Participants:
14
Sponsors Telephone Number:
Plan Year:
2022
Number Of Participants:
13
Sponsors Telephone Number:
Plan Year:
2021
Number Of Participants:
13
Sponsors Telephone Number:
Plan Year:
2020
Number Of Participants:
16
Sponsors Telephone Number:
Plan Year:
2019
Number Of Participants:
15
Sponsors Telephone Number:

Filings

Number Name File Date
202448481380 Annual Report 2024-03-13
202330134080 Annual Report 2023-03-07
202215353500 Annual Report 2022-04-21
202104816280 Annual Report 2021-11-08
202074539530 Annual Report 2020-11-13

Paycheck Protection Program

Date Approved:
2020-04-15
Loan Status:
Paid in Full
SBA Guaranty Percentage:
100
Initial Approval Amount:
209500
Current Approval Amount:
209500
Race:
Unanswered
Ethnicity:
Unknown/NotStated
Gender:
Unanswered
Veteran:
Unanswered
Forgiveness Amount:
211391.32

Date of last update: 02 Jun 2025

Sources: Rhode Island Department of State