Capital Wealth Advisors, LLC

Capital Wealth Advisors, LLC (CRD# 289574) is a financial advisory firm headquartered in Lehi, UT. They manage $40,214,586 in 475 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
1850 W. Ashton Blvd Suite 175, Lehi, UT 84043
http://www.capitalwealth.com
By the Numbers
  • Total Assets Under Management
    40
    MILLION
  • Total Number of Accounts
    475
    ACCOUNTS
  • Average Account Value
    $84,662
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, ID, TX, UT

Financial Advisors at Capital Wealth Advisors, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Michael Stevens, financial advisor Lehi UT
Michael Stevens
CRD#: 5930565
1850 W. Ashton Blvd Suite 175, Lehi, UT 84043

Michael Stevens (CRD# 5930565) is an Investment Advisor Representative working at Retirement Wealth Advisors, Inc. in Orem, UT and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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