David Matthew Whittaker
Investment adviser representative at Capital Wealth Planning, LLC
10 yearsExperience
1 stateRegistered in
$17.2BFirm assets
17 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
10 years in the industry.
- Capital Wealth Planning, LLCSep 2022 to now
- Columbia CareJun 2022 to Aug 2022
- Fluent (cansortium Holdings)Jul 2020 to Jun 2022
- College Student - Florida Gulf Coast UniversityAug 2016 to Dec 2020
- Blue Moon PizzaMar 2016 to Mar 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (FL).
Capital Wealth Planning, LLC
$17.2BAssets managed
12,580Clients
11Advisers
17 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
- 7795444
- Firm CRD
- 150764