Capital Wealth Advisors, Ltd.
Capital Wealth Advisors, Ltd. (CRD# 155263) is a financial advisory firm headquartered in West Bend, WI. They manage $112,717,327 in 785 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management113MILLION
Total Number of Accounts785ACCOUNTS
Average Account Value$143,589
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Pension consulting services
David Lake (CRD# 1638504) is an Investment Advisor Representative working at Capital Wealth Advisors, Ltd. in West Bend, WI and has over 26 years of experience in the finance industry.