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
Capital Wealth Advisors, Ltd.
By the Numbers
-
Total Assets Under Management107MILLION
-
Total Number of Accounts513ACCOUNTS
-
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
Registered Investment Advisor
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 32 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.