C
$12.0M Total AUM
$11.1M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
20 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Vanguard
- Clients
- Retail
- Platforms
- --
- Established Date
- 10-17-2005
- Office Locations
- 1
Office Locations
103 Balsam Place Unit #101 Tewksbury MA
About Capital Wealth Management
Capital Wealth Management is a Tewksbury-based RIA. The firm has been operating for 20 years. Managing $12.0M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and Vanguard.
Team overview
-- AVG AGE
$12.0M AVG AUM / ADVISOR
$602.1K AVG AUM / CLIENT
20.8 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
20yrs Firm Age
Insights
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Asset Classes
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Investment Themes
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Investment Vehicles
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Services
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Owner & Executives
No owner records available.
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M
MARTIN WILLIAM KRIKORIAN
Financial Advisor
- CRD
- #2646641
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,128,219 | -- |
| Non-Discretionary | $914,375 | -- |
| Total | $12,042,594 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
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| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
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| Available | Available | Available | Available | Available | Available |
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