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CAPITAL WEALTH ADVISORS, LTD.
1755 W. Paradise Dr.
West Bend, Wisconsin 53095
Tel: 262-306-0066
About CAPITAL WEALTH ADVISORS, LTD.
CAPITAL WEALTH ADVISORS, LTD, formally registered with the SEC as CAPITAL WEALTH ADVISORS, LTD. The firm was established in 04/01/2014. They have over 1 offices throughout the country.
CAPITAL WEALTH ADVISORS, LTD. is a West Bend, Wisconsin based Financial Planning firm with nearly $106,641,597 assets under management, offering retirement planning & investment advisory services to 513 clients. The firm is staffed with 2 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 155263 |
| SEC# | 801-79379 |
| Assets Managed by Firm | $106,641,597 |
| No. of Clients | 513 |
| No. of Advisors | 2 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (FINANCIAL PLANNING AND CONSULTING)
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 513 | $106,641,597 |
| Individuals (other than high net worth individuals) | 172 | $61,368,611 |
| High net worth individuals | 30 | $45,272,986 |
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