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Michael G. Perreault

Capital Wealth Management, LLC

West Warwick, RI

West Warwick, RI

CRD 6692618

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Employer firm

Capital Wealth Management, LLC CRD 157959

$1.14B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • Educational seminars

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

Current Employers
Capital Wealth Management, Llc

1300 Division Road Suite 203, West Warwick, RI 02893 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-01-03
RI RA APPROVED 2016-08-31
  • TX RA
    APPROVED_RES
    Since 2023-01-03
  • RI RA
    APPROVED
    Since 2016-08-31

Branch Locations

1300 Division Road Suite 205, West Warwick, RI 02893 • United States

1300 Division Road Suite 203, West Warwick, RI 02893 • 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 Management, Llc West Warwick RI 08/2016 Present
Perreault & Company, Ltd. West Warwick RI 01/1995 Present
Other Businesses

(1.) NAME OF OBA: ISELANN-MOSS INDUSTRIES; ADDRESS OF OBA: CRANSTON, RI 02920; NATURE: MANUFACTURING BUSINESS; INVESTMENT RELATED: NO; TITLE WITH OBA: SHAREHOLDER; DUTIES: ACCOUNTING AND ASSIST WITH BUSINESS MANAGEMENT; START DATE: 01/1993; APPROX. NUMBER OF HOURS/MONTH: 20-25; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (2.) NAME OF OBA: JAKAL LLC; ADDRESS OF OBA: WEST WARWICK, RI 02893; NATURE: OWNS AND LEASES PROFESSIONAL OFFICE SPACE; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER / MANAGING MEMBER; DUTIES: OWNS AND LEASES PROFESSIONAL OFFICE SPACE; START DATE: 05/2004; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0; (3.) NAME OF OBA: SLATER REALTY LLC; ADDRESS OF OBA: CRANSTON, RI 02920; NATURE: OWNS AND LEASES MANUFACTURING FACILITY; INVESTMENT RELATED: NO; TITLE WITH OBA: MEMBER; DUTIES: OWNS AND LEASES MANUFACTURING FACILITY; START DATE: 07/2013; APPROX. NUMBER OF HOURS/MONTH: 5; APPROX. NUMBER OF HOURS/MONTH DURING TRADING HOURS: 0

Other Names
  • Michael Perreault

View on SEC IAPD

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