Joanna Irons is a control person of Capital Wealth Planning and directly owns between 50% and 75% of it.
Capital Wealth Planning is an investment adviser based in Naples, FL, registered with the SEC since 2009. It provides investment management. Its clients include investment companies, individual clients and high-net-worth individuals. Its regulatory assets under management total $17.2 billion, as filed on 20 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 5900677
- Firm
- Capital Wealth Planning · CRD 150764
- Role
- Member
- In role since
- April 2005 · 21 years
- Control person
- Yes
- Direct ownership
- 50% to 75%
- Firm headquarters
- Naples, FL
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does Joanna Irons work?
Joanna Irons has held the title Member at Capital Wealth Planning, LLC since April 2005, and is a control person of the firm.
How can I verify Joanna Irons’ record?
Joanna Irons’ role is listed on Capital Wealth Planning, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 150764.