Capital Wealth Advisors, Ltd.
Capital Wealth Advisors, Ltd. is an SEC-registered mass-market adviser in West Bend, WI with $126.1M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Capital Wealth Advisors, Ltd.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 155263, SEC 801-79379, data through 2026-03-25.
- AUM (assets under management / regulatory AUM)
- $126.1M (2026-03-25)
- Firm type
- Mass-Market Adviser
- Location
- West Bend, WI
- Employees
- 2
- Clients
- 185
- CRD
- 155263
- Ownership
- LAKE, DAVID, SCOTT; LAKE, JILL, S; ROSENOW, DAVID, LEO
How much AUM does Capital Wealth Advisors, Ltd. have?
Capital Wealth Advisors, Ltd. reported $126.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-25).
Who owns Capital Wealth Advisors, Ltd.?
Disclosed owners and executives of Capital Wealth Advisors, Ltd. include LAKE, DAVID, SCOTT, LAKE, JILL, S, ROSENOW, DAVID, LEO. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.