CAPITAL WEALTH ADVISORS, LTD. - Financial Advisor in Wisconsin, West Bend

Tel: 262-306-0066 1755 W. Paradise Dr. West Bend, Wisconsin 53095

About 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

Firm CRD#:

155263

Firm SEC#:

801-79379

Assets Under Management:

$106,641,597

No. of Clients:

513

No. of Advisors:

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

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