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
1755 W. Paradise Dr., West Bend, WI 53095
By the Numbers
  • Total Assets Under Management
    122
    MILLION
  • Total Number of Accounts
    535
    ACCOUNTS
  • 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
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.
Showing 1 - 1 of 1 top financial advisors.
1
David Lake, financial advisor West Bend WI
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 31 years of experience in the finance industry.

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