# CAPITAL WEALTH ADVISORS, LTD.

CAPITAL WEALTH ADVISORS, LTD. of WEST BEND, WI is an SEC-registered investment adviser.

## Registration

- CRD: 155263
- Type: SEC-registered investment adviser
- SEC file number: 801-79379
- Location: 1755 W. PARADISE DR., WEST BEND, WI, 53095
- Phone: 262-306-0066
- Latest filing: 2026-03-25
- Regulatory AUM: $126.1M
- Discretionary AUM: $126.1M
- Clients: 2
- Accounts: 522

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: High net worth, Pensions, Other

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| [David Scott Lake](https://search.stillhousedata.com/person/700643) | PRESIDENT | — |
| [Jill S Lake](https://search.stillhousedata.com/person/700644) | TREASURER | — |
| [David Leo Rosenow](https://search.stillhousedata.com/person/700645) | CHIEF COMPLIANCE OFFICER | — |
| [ROSENOW DAVID LEO](https://search.stillhousedata.com/person/732732) | CHIEF COMPLIANCE OFFICER | — |
| [LAKE DAVID SCOTT](https://search.stillhousedata.com/person/821377) | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| [LAKE JILL S](https://search.stillhousedata.com/person/821378) | TREASURER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/155263/brochure
- Similar advisers: https://search.stillhousedata.com/firm/155263/similar
- Related entities: https://search.stillhousedata.com/firm/155263/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/155263

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.