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CAPITAL WEALTH ADVISORS, LTD.
Tel: 262-306-0066
1755 W. Paradise Dr. West Bend, Wisconsin 53095
CAPITAL WEALTH ADVISORS, LTD.
CAPITAL WEALTH ADVISORS, LTD. is a West Bend, Wisconsin based financial advisory firm with nearly $106,641,597 in assets under management and provides investment advisory services for 513 clients. There are currently 2 financial advisors at the firm.
General Information
Advisory Services Provided:
Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Other (FINANCIAL PLANNING AND CONSULTING)
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
155263
SEC#:
801-79379
No. of Clients:
513
Assets under Management
$106,641,597
No. of Advisors:
2
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