Capital Wealth Advisors, Ltd.

Capital Wealth Advisors, Ltd. (CRD# 155263) is a financial advisory firm headquartered in West Bend, WI. They manage $106,641,597 in 513 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    107
    MILLION
  • Total Number of Accounts
    513
    ACCOUNTS
  • Average Account Value
    $207,878
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
The map below shows states where this firm has explicit registration only.

FL, TX, WI

Financial Advisors at Capital Wealth Advisors, Ltd.
Showing 1 - 1 of 1 top financial advisors.
1
David S. Lake
CRD#: 1638504
1755 W. Paradise Dr., West Bend, WI 53095

David Lake (CRD# 1638504) is an Investment Advisor Representative working at Capital Wealth Advisors, Ltd. in West Bend, WI and has over 32 years of experience in the finance industry.

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