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
Firm Details
- Organization Type
- Corporation
- State of Formation
- Wisconsin
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| ROSENOW, DAVID, LEO | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROSENOW, DAVID, LEO | I | CHIEF COMPLIANCE OFFICER | NA | |
| ROSENOW, DAVID, LEO | I | CHIEF COMPLIANCE OFFICER | NA | |
| LAKE, DAVID, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | |
| LAKE, DAVID, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | |
| LAKE, DAVID, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | |
| LAKE, DAVID, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | |
| LAKE, DAVID, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAKE, DAVID, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAKE, DAVID, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAKE, DAVID, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAKE, DAVID, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAKE, DAVID, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAKE, DAVID, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAKE, DAVID, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAKE, DAVID, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAKE, DAVID, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAKE, DAVID, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAKE, DAVID, SCOTT | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | D | Control |
| LAKE, DAVID, SCOTT | I | PRESIDENT | D | Control |
| LAKE, DAVID, SCOTT | I | PRESIDENT | D | Control |
| LAKE, DAVID, SCOTT | I | PRESIDENT | D | Control |
| LAKE, JILL, S | I | TREASURER | D | Control |
| LAKE, JILL, S | I | TREASURER | D | Control |
| LAKE, JILL, S | I | TREASURER | D | Control |
| LAKE, JILL, S | I | TREASURER | D | Control |
| LAKE, JILL, S | I | TREASURER | D | Control |
| LAKE, JILL, S | I | TREASURER | D | Control |
| LAKE, JILL, S | I | TREASURER | D | Control |
| LAKE, JILL, S | I | TREASURER | D | Control |
| LAKE, JILL, S | I | TREASURER | D | Control |
| LAKE, JILL, S | I | TREASURER | D | Control |
| LAKE, JILL, S | I | TREASURER | D | Control |
| LAKE, JILL, S | I | TREASURER | D | Control |
| LAKE, JILL, S | I | TREASURER | D | Control |
| LAKE, JILL, S | I | TREASURER | D | Control |
| LAKE, JILL, S | I | TREASURER | D | Control |
| LAKE, JILL, S | I | TREASURER | D | Control |
| LAKE, JILL, S | I | TREASURER | D | Control |
| LAKE, JILL, S | I | TREASURER | D | Control |
| LAKE, JILL, S | I | TREASURER | D | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (3)
FL TX WI
Address
1755 W. PARADISE DR.WEST BEND, WI 53095
United States
Phone: 262-306-0066