Capital Wealth Advisors, Ltd.
Capital Wealth Advisors, Ltd. (CRD# 155263) is a financial advisory firm headquartered in West Bend, WI. They manage $122,051,175 in 535 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Capital Wealth Advisors, Ltd.
By the Numbers
-
Total Assets Under Management122MILLION
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Total Number of Accounts535ACCOUNTS
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Average Account Value$228,133
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
FL, TX, WI
Financial Advisors at Capital Wealth Advisors, Ltd.
1
David Lake (CRD# 1638504) is an Investment Advisor Representative working at Capital Wealth Advisors, Ltd. in West Bend, WI and has over 31 years of experience in the finance industry.
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