CAPITAL WEALTH ADVISORS, LTD.

WEST BEND, Wisconsin·1 registered advisor·CRD# 155263
SEC# 801-793790262-306-0066
01

Firm Overview

AUM
$107M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment Management
04

Advisors at CAPITAL WEALTH ADVISORS, LTD.

1 registered advisor
Jill S Lake
WEST BEND, Wisconsin
05

Office Locations

WEST BEND, Wisconsin
1 advisor

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Data sourced from SEC Form ADV filings. CAPITAL WEALTH ADVISORS, LTD. (CRD# 155263) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.