David Matthew Whittaker

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2022 → Present
  Capital Wealth Planning, Llc
  Naples, FL
• 06/2022 → 08/2022
  Columbia Care
  Cape Coral, FL
• 07/2020 → 06/2022
  Fluent (Cansortium Holdings)
  Fort Myers, FL
• 08/2016 → 12/2020
  College Student - Florida Gulf Coast University
  Fort Myers, FL
• 03/2016 → 03/2017
  Blue Moon Pizza
  Fort Myers, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-06-09