CAPITAL WEALTH ADVISORS, LTD. of WEST BEND, WI is an SEC-registered investment adviser (CRD 155263). Regulatory assets under management: $126.1M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: High net worth, Pensions, Other.
| Name | Role | Location |
|---|---|---|
| David Scott Lake | PRESIDENT | — |
| Jill S Lake | TREASURER | — |
| David Leo Rosenow | CHIEF COMPLIANCE OFFICER | — |
| ROSENOW DAVID LEO | CHIEF COMPLIANCE OFFICER | — |
| LAKE DAVID SCOTT | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| LAKE JILL S | TREASURER | — |