Capital Wealth Advisors, Ltd.

Capital Wealth Advisors, Ltd. (CRD# 155263) is a financial advisory firm headquartered in West Bend, WI. They manage $117,059,490 in 753 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1755 W. Paradise Dr., West Bend, WI 53095
http://www.capitalwealthadvisors1.com
By the Numbers
  • Total Assets Under Management
    117
    MILLION
  • Total Number of Accounts
    753
    ACCOUNTS
  • Average Account Value
    $155,457
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
83
Wealthminder
score

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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