Michael G. Perreault
Investment adviser representative at Capital Wealth Management, LLC
31 yearsExperience
2 statesRegistered in
$1.1BFirm assets
14 yearsFirm in business
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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
31 years in the industry.
- Capital Wealth Management, LLCAug 2016 to now
- Perreault & Company, Ltd.Jan 1995 to now
Exams passed
No exams in this record.
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
- 6692618
- Firm CRD
- 157959