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Jose Armando Cruz

Capital Wealth Planning, LLC

Naples, FL

CRD 7501737

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Employer firm

Capital Wealth Planning, LLC CRD 150764

$17.2B regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • PROVIDING SUB-ADVISORY SERVICES TO OTHER REGISTERED INVESTMENT ADVISERS

From the firm’s Form ADV. Read the guides:

Current Employers
Capital Wealth Planning, Llc

9015 Strada Stell Ct Suite 203, Naples, FL 34109 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-17
  • FL RA
    APPROVED
    Since 2025-12-17

Branch Locations

9015 Strada Stell Ct. Suite 203, Naples, FL 34109 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Capital Wealth Planning, Llc Naples FL 06/2021 Present
Suncoast Credit Union Naples FL 08/2020 06/2021
Moorings Park Naples FL 08/2016 08/2020
  • 06/2021 → Present
    Capital Wealth Planning, Llc
    Naples, FL
  • 08/2020 → 06/2021
    Suncoast Credit Union
    Naples, FL
  • 08/2016 → 08/2020
    Moorings Park
    Naples, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-02-19
  • S65 Uniform Investment Adviser Law Examination
    2022-02-19

View on SEC IAPD

Nearby Firms

TRUIST ADVISORY SERVICES, INC.
WELLS FARGO CLEARING SERVICES, LLC
J.P. MORGAN SECURITIES LLC

Nearby Investors

JENNIFER ERNA MCMANUS
RUDINA RUCI
SALWA AMEEN

Nearby Offices

TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
TRUIST ADVISORY SERVICES, INC. · NAPLES, FL
WELLS FARGO CLEARING SERVICES, LLC · NAPLES, FL

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