RIA Intel›Advisers›California›CAPITAL WEALTH PLANNERS, LLC

CAPITAL WEALTH PLANNERS, LLC

Advisory

FOLSOM, CA

Data as of Feb 10, 2026 · Source: SEC Form ADV

Rank in CA
#2,861
of 5,480 advisers by AUM
AUM change, 1 year
-30.8%
13th percentile in CA
AUM CAGR, 3 year
-12.7%
compound annual growth
Average account
$811K
across 116 accounts
AUM per adviser
$94M
1 advisers
Filing history
31
filings since 2010

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM
$94M
1-Year AUM Growth
-30.8%
3-Year CAGR
-12.7%
Employees
1
Assets Under Management
Total AUM$94M
Discretionary AUM$0
Non-Discretionary AUM$94M
Discretionary %0%
Total Clients65
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Filing History
Total Filings on Record31
First FilingSep 30, 2010
Latest FilingFeb 10, 2026
Full AUM trend chart and 31 historical filings spanning 16+ years
Included with Pro →
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InCA
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in CA

Closest by assets under management. All figures from Form ADV.

DIVERSIFIED WEALTH MANAGEMENT SOLUTIONS, LLC
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$94M
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$94M
COVE STREET CAPITAL, LLC
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$94M
0.0% 1Y
WEALTH MANAGEMENT ADVISORS, LLC
$94M
+4.8% 1Y
CRYSTAL ASSET MANAGEMENT, LLC
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$94M
+17.6% 1Y
WEBB FINANCIAL GROUP LLC
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$94M

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