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CAPITAL WEALTH ADVISORS, LTD.
CRD 155263 · SEC 801-79379
1755 W. PARADISE DR., WEST BEND, WI, 53095, United States
Phone
262-306-0066
Fax
262-306-0033
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$126.1M
Discretionary AUM
$126.1M
Team
2 total employees; 2 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-25
Disciplinary history
No
Services
Portfolio management (individuals)Pension consultingFINANCIAL PLANNING AND CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 147 | $58.3M |
| High net worth individuals | 38 | $67.8M |
States served
WI, TX, FL
Official SEC filing: View on IAPD