Capital Wealth Advisors Ltd
Legal Name: CAPITAL WEALTH ADVISORS, LTD.
Full Contact Details
Capital Wealth Advisors Ltd
1755 W. PARADISE DR., WEST BEND, WI
262-306-0066
262-306-0033
Other Info
Capital Wealth Advisors, LTD. is a reliable investment advisory firm based in Wisconsin with 5 employees, including 3 highly skilled advisers who specialize in offering financial planning and investment management services to their clients. Although the number of clients served is unknown, the company has been approved by the U.S. Securities and Exchange Commission since April 2014, demonstrating a strong track record of compliance and professionalism.
Direct Owners
-
DAVID SCOTT LAKE
PRESIDENT AND CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
-
JILL S LAKE
TREASURER owns more than 50% but less than 75%
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