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Director of Research · Capital Wealth Management, LLC

Brian A. Glatz

CRD 2785407 · Named on Form ADV at one SEC-registered adviser

At a glance

Capital Wealth Management, LLC, an SEC-registered wealth manager based in West Warwick, RI with $1.1 billion in regulatory assets, lists Brian A. Glatz on its Form ADV as Director of Research.

Firms and roles

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Brian’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Lee A. DuckworthPresident, Chief Executive Officer and Chief Compliance Officer, Capital Wealth Management, LLC
  • Lawrence F. DooleyChief Investment Officer, Capital Wealth Management, LLC

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Brian’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.