Peter James Alofsin
Investment adviser representative at Capital Wealth Management, LLC
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$1.1BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Osaic Wealth, Inc.Aug 2024 to now
- Capital Wealth Management, LLCMay 2011 to now
- Triad Advisors, Inc.Apr 2012 to Aug 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1995
- Series 65 · Uniform Investment Adviser Law2002
State registrations
Registered as an investment adviser representative in 2 states (RI, TX).
Capital Wealth Management, LLC
$1.1BAssets managed
655Clients
12Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2274434
- Firm CRD
- 157959