CAPITAL WEALTH ADVISORS, LTD.
CRD #155263 SEC #801-79379 WEST BEND, WI 262-306-0066
SEC Registered
Total AUM
$113.8M
Discretionary
$113.8M
Employees
2
Clients
10
Accounts
530
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $113.8M | $113.8M | $0 | 2 | 0 |
| Mar 2025 | $113.8M | $113.8M | $0 | 2 | 0 |
| Feb 2024 | $106.6M | $106.6M | $0 | 2 | 0 |
| Feb 2023 | $103.3M | $103.3M | $0 | 2 | 0 |
| Feb 2022 | $122.1M | $122.1M | $0 | 2 | 0 |
| Feb 2021 | $111.5M | $111.5M | $0 | 2 | 0 |
| Jun 2020 | $116.9M | $116.9M | $0 | 5 | 0 |
| Mar 2020 | $116.9M | $116.9M | $0 | 5 | 0 |
| Sep 2019 | $108.7M | $108.7M | $0 | 5 | 0 |
| Mar 2019 | $108.7M | $108.7M | $0 | 5 | 0 |
| Mar 2018 | $118.9M | $118.9M | $0 | 5 | 0 |
| Oct 2017 | $112.7M | $112.7M | $0 | 5 | 0 |
| Mar 2017 | $112.7M | $112.7M | $0 | 5 | 200 |
| Mar 2017 | $117.7M | $117.7M | $0 | 5 | 200 |
| Mar 2016 | $117.1M | $117.1M | $0 | 5 | 200 |
| Feb 2015 | $117.2M | $117.2M | $0 | 5 | 200 |
| Apr 2014 | $108.2M | $108.2M | $0 | 4 | 100 |
| Mar 2014 | $108.2M | $108.2M | $0 | 4 | 100 |
DateMar 2025
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees2
Clients0
DateMar 2025
Total AUM$113.8M
Discretionary$113.8M
Non-Disc.$0
Employees2
Clients0
DateFeb 2024
Total AUM$106.6M
Discretionary$106.6M
Non-Disc.$0
Employees2
Clients0
DateFeb 2023
Total AUM$103.3M
Discretionary$103.3M
Non-Disc.$0
Employees2
Clients0
DateFeb 2022
Total AUM$122.1M
Discretionary$122.1M
Non-Disc.$0
Employees2
Clients0
DateFeb 2021
Total AUM$111.5M
Discretionary$111.5M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees5
Clients0
DateMar 2020
Total AUM$116.9M
Discretionary$116.9M
Non-Disc.$0
Employees5
Clients0
DateSep 2019
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2019
Total AUM$108.7M
Discretionary$108.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2018
Total AUM$118.9M
Discretionary$118.9M
Non-Disc.$0
Employees5
Clients0
DateOct 2017
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees5
Clients0
DateMar 2017
Total AUM$112.7M
Discretionary$112.7M
Non-Disc.$0
Employees5
Clients200
DateMar 2017
Total AUM$117.7M
Discretionary$117.7M
Non-Disc.$0
Employees5
Clients200
DateMar 2016
Total AUM$117.1M
Discretionary$117.1M
Non-Disc.$0
Employees5
Clients200
DateFeb 2015
Total AUM$117.2M
Discretionary$117.2M
Non-Disc.$0
Employees5
Clients200
DateApr 2014
Total AUM$108.2M
Discretionary$108.2M
Non-Disc.$0
Employees4
Clients100
DateMar 2014
Total AUM$108.2M
Discretionary$108.2M
Non-Disc.$0
Employees4
Clients100