Brian
Glatz

Capital Wealth Management, LLC

CRD#2785407
Investment Advisor
in West Warwick, RI

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About this Advisor

Brian Glatz is a financial advisor operating out of West Warwick, Rhode Island who has 11 years of industry experience. Glatz is an employee of Capital Wealth Management, LLC. Over the course of their career, Glatz has held roles at Capital Wealth Management, LLC and Triad Advisors, Inc. Glatz maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Rhode Island and Texas. Capital Wealth Management, LLC is a registered investment firm headquartered in West Warwick, RI. The investment advisory business has a total of 17 financial advisors. It has $773 million in assets across its 551 accounts, making it one of the larger financial advisory firms in the country by assets under management. Of its 551 accounts, 73% are associated with high-net-worth clients who have at least $1 million in investable assets. Capital Wealth Management, LLC has a wide range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Fees for financial advice usually vary depending on the services. However, fee types charged by Capital Wealth Management, LLC can be comprised of asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

1300 Division Road Suite 203
West Warwick, RI 02893

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Capital Wealth Management, LLC Brokerage Details

Total Assets Under Management

$772,494,203

RI Average: $2,813,243,532
Total Number of Employees

17

RI Average: 18
Total Number of Accounts

551

RI Average: 609
Average Account Size

$1,401,986

RI Average: $4,619,448

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Brian Glatz Work History

Brian has been registered as a financial advisor for 11 years.*

2012 - Present (12 years)

Capital Wealth Management, LLC

2012 - Present (12 years)

Triad Advisors, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Brian Glatz to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Capital Wealth Management, LLC

Tyler Duckworth
West Warwick, RI
Jameson Duckworth
West Warwick, RI
Brian Glatz
West Warwick, RI
Rebecca Records
West Warwick, RI
Lee Duckworth
West Warwick, RI
Peter Alofsin
West Warwick, RI
Curt Caserta
West Warwick, RI
James Speights
West Warwick, RI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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