LA
Lee Alan Duckworth
CRD 2097591
Certified Financial Planner
Has disclosures
Firms
| Firm | Role | As of |
|---|---|---|
| Capital Wealth Management, Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Board & officer roles (2)
| Organization | Role | Compensation | As of |
|---|---|---|---|
| Rhode Island Family Advocate | Officer/Director | — | 12/31/2024 |
| Rhode Island Family Institute | Officer/Director | — | 12/31/2024 |
Name + location match between IAPD registrations and IRS Form 990 officer disclosures. Compensation as reported by the organization.
Ownership stakes
-
Capital Wealth Management, Llc
President, Chief Executive Officer And Chief Compliance Officer · Less than 5% · Dec 2024
-
Capital Wealth Management, Llc
Shareholder · 75% or more · Dec 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗