Capital Wealth Planning

is a Private company. Capital Wealth Planning has a revenue of $24.9M, and 118 employees. Capital Wealth Planning's main competitors are Hughes Capital Management, Guggenheim Investments and Mccormick Capital Management. Capital Wealth Planning has 1 followers on Owler.
Capital Wealth Planning Founder: Kevin Simpson

Founder

Kevin Simpson

CEO Approval Rating

- -/100

Est. Annual Revenue
$5.0-25M
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Est. Employees
100-250
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News

Jun 07, 2024
StreetInsider
Press Release: Capital Wealth Planning : Unknown Rogue Elements Impersonate Capital Wealth Planning, LLC and Its Founder and Chief Executive Officer, Kevin Simpson
Jan 26, 2023
StreetInsider
Press Release: Capital Wealth Planning : CAPITAL WEALTH PLANNING ANNOUNCES THE 10TH ANNIVERSARY OF ITS FLAGSHIP STRATEGY, ENHANCED DIVIDEND INCOME PORTFOLIO
Feb 06, 2022
MarketScreener
Capital Wealth Planning: The Amplify CWP Enhanced Dividend Income ETF (DIVO) Exceeds $1 Billion in Assets
Sep 30, 2021
StreetInsider
Press Release: Capital Wealth Planning : Kesia Sondrini Named Managing Director, Advisor Relationship Management for Capital Wealth Planning
Nov 26, 2019
PRWeb
Press Release: Capital Wealth Planning : Capital Wealth Planning's Enhanced Dividend Income SMA Strategy Ranked Number One in Option Writing Category by Morningstar
Jun 21, 2019
PR Newswire
Press Release: Capital Wealth Planning : Capital Wealth Planning's Enhanced Dividend Income SMA Strategy Ranked Number One in Option Writing Category by Morningstar
Jul 27, 2017
PR Newswire
Press Release: Capital Wealth Planning : Kevin Simpson and Capital Wealth Planning's Catholic Values Enhanced Dividend Income SMA received a 5-Star Morningstar Rating
Jun 15, 2017
Business Wire
Press Release: Capital Wealth Planning : Capital Wealth Planning, LLC, Selects Fiserv For Integrated Portfolio Accounting and Trading Solutions
Mar 15, 2017
Blackbird
Press Release: Capital Wealth Planning : Kevin Simpson and Capital Wealth Planning's Enhanced Dividend Income SMA receives a 5-Star Morningstar Rating
Mar 09, 2017
Blackbird
Press Release: Capital Wealth Planning : Kevin Simpson - Capital Wealth Planning, LLC Chosen as the Best Fee-Only Investment Advisory Firm - Florida

Capital Wealth Planning Competitors

1Hughes Capital Management
2Guggenheim Investments
3Mccormick Capital Management
4M3 Advisory Group
5Chesapeake Asset Management
6Amgrouponline
7Post Oak
8BMCE Capital
9Victoria Capital Management
10LP First

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