Jose Armando Cruz

Capital Wealth Planning, LLC

3 Years of Experience

View SEC Summary

Areas of Practice

Investment Management

Capital Wealth Planning, LLC

Compensation

Fee-Only (AUM)

Firm Size

9 advisors

Number of Clients

11,690 clients

Average Client Portfolio

$977K average

Assets Under Management

$11.4B

Fee Structure

Minimum Investment:$100K

Financial Planning:Investment management only

Location

9015 Strada Stell Ct., Suite 203, Naples, FL, 34109

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Capital Wealth Planning, LLC

March 2022 - Present · 3 yrs 11 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.