Overview
Assets Under Management: $126 million
Headquarters: WEST BEND, WI
High-Net-Worth Clients: 38
Average Client Assets: $1.8 million
Frequently Asked Questions
CAPITAL WEALTH ADVISORS, LTD. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #155263), CAPITAL WEALTH ADVISORS, LTD. is subject to fiduciary duty under federal law.
CAPITAL WEALTH ADVISORS, LTD. is headquartered in WEST BEND, WI.
CAPITAL WEALTH ADVISORS, LTD. serves 38 high-net-worth clients according to their SEC filing dated March 25, 2026. View client details ↓
According to their SEC Form ADV, CAPITAL WEALTH ADVISORS, LTD. offers portfolio management for individuals and pension consulting services. View all service details ↓
CAPITAL WEALTH ADVISORS, LTD. is ranked #177 by Forbes in 2025. Learn more about these rankings ↓
CAPITAL WEALTH ADVISORS, LTD. manages $126 million in client assets according to their SEC filing dated March 25, 2026.
According to their SEC Form ADV, CAPITAL WEALTH ADVISORS, LTD. serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Recent Rankings
Forbes 2025: 177
Services Offered
Services: Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 38
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 53.79%
Average Client Assets: $1.8 million
Total Client Accounts: 522
Discretionary Accounts: 522
Regulatory Filings
CRD Number: 155263
Filing ID: 2079962
Last Filing Date: 2026-03-25 14:43:30