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Products & Services
About CapWealth
CapWealth is an independent wealth management firm dedicated to serving the unique needs of individuals, families, and business owners. We are especially focused on the experience for women, creating a welcoming environment for conversations, connections, and financial decisions.
Its primary NAICS classification is 523940 (Portfolio Management and Investment Advice). CapWealth is one of 43,983 Financial companies listed in New Jersey.
Business Contact Information
- Phone
- +1 (856) 3243832
- Website
- cap-wealth.com
- linkedin.com/company/cap-wealth
- Address
- 101 W Main St, Moorestown, New Jersey, 8057, United States
Industry & Classification
- Industry
- Financial
- Sector
- Finance
- Segment
- Financial Services
NAICS Codes
- 52Finance and Insurance
- 5239Other Financial Investment Activities
- 523940Portfolio Management and Investment Advice
SIC Codes
- 62Security And Commodity Brokers, Dealers, Exchanges, And Services
- 628Services Allied With The Exchange Of Securities
- 6282Investment Advice
Company Details
- Employees
- 4 (1-5)
- Annual Revenue
- $3.4M ($1M-$5M)
CapWealth: frequently asked questions
What does CapWealth do?
CapWealth is an independent wealth management firm dedicated to serving the unique needs of individuals, families, and business owners. We are especially focused on the experience for women, creating a welcoming environment for conversations, connections, and financial decisions.
Where is CapWealth located?
CapWealth is headquartered at 101 W Main St, Moorestown, New Jersey, 8057, United States.
How many employees does CapWealth have?
CapWealth has about 4 employees (the 1-5 range).
What is CapWealth's annual revenue?
CapWealth's annual revenue is estimated at $3.4M (the $1M-$5M range).
What industry is CapWealth in?
CapWealth is in the Financial / Finance industry, and its primary NAICS code is 523940 (Portfolio Management and Investment Advice).
How can I contact CapWealth?
Its website is cap-wealth.com and its phone number is +1 (856) 3243832.
What companies are similar to CapWealth?
Other large financial companies in New Jersey include Prudential Financial Inc, Mizuho Financial Group, Everest Group and Prudential PLC.
Largest financial companies in New Jersey
Largest financial companies
Manufacturing sales in New Jersey, 2026
In New Jersey, Factur's 2026 study counted 25 manufacturing quotes worth $3.1M and 4 purchase orders over 12 months: 16% of quotes became orders, against 21% nationally. See the New Jersey data.
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