Capital Wealth Information

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Summary

Capital Wealth is a private company. The company currently specializes in the Financial Services area. The position of the President is occupied by Sean McGrath. Its headquarters is located at Newport Beach, California, USA. The number of employees ranges from 25 to 100. The annual revenue of Capital Wealth varies between 5.0M and 25M. To connect with Capital Wealth employee register on SignalHire.

Organization Website

capital-wm.com

Social Links

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Phone Number

800-435-3550

Industries

Headquarters Location

1401 Dove Street, Newport Beach, California, 92660 US

Employees Size

1-10 employees

Specialties

Wealth Accumulation, Retirement, Estate Planning, Insurance & Risk Management, Financial Planning

SIC Code

6189, 6199

DMA Code

Los Angeles Metropolitan Area

Founded

2012

Estimated Annual Revenue

$5.0M - 25M

Operating Status

Independent Company

Competitors

Founded
Type
Employees
Revenue
Funding
2010Privately
Held
100 - 250 30.1M $0
2008- 25 - 100 7.6M $0
2003- 1-10 < 1M $0

Employees Turnover 1 quarter 2026

Length of Employment
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Employee tenure at Capital Wealth shows a diverse range of experience levels:
9% have been with the company for less than 1 year27% for 1–2 years64% have over 11 years of service at Capital Wealth
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FAQ

Capital Wealth operates in the Finance industries. More details can be found on the official website: capital-wm.com.
The headquarters of Capital Wealth are located in Newport Beach, United States.
The current CEO of Capital Wealth is Sean McGrath
You can contact Capital Wealth by phone at 800-435-3550.
Capital Wealth currently employs 1-10 people.
Capital Wealth's revenue is approximately 6.8M.
Well-known competitors of Capital Wealth include Portico Wealth Advisors LLC, Meyers Wealth Management and Frehner Wealth Management.

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