$94.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
15 yrs Firm Age
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- Custodian
- Assetmark ยท Axos
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-12-2010
- Office Locations
- 1
Office Locations
101 Parkshore Drive Suite 100 Folsom CA
About Capital Wealth Planners, LLC
Capital Wealth Planners, LLC is a Folsom, CA RIA focused on business owners, delivering straightforward planning and advice around business succession/exit planning, employee benefits decisions, tax and estate coordination, retirement planning, insurance, and portfolio construction. Portfolios are implemented primarily with public funds, including mutual funds and ETFs, and the firm operates on the AssetMark platform (with eMoney).
Team overview
-- AVG AGE
$94.0M AVG AUM / ADVISOR
$1.4M AVG AUM / CLIENT
12.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
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Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MELISSA YANO
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #6297372
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $94,022,000 | $823,577 |
| Total | $94,022,000 | $823,577 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Corporate - Investment Grade:
Available Municipal Bonds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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