Active
CAPITAL WEALTH ADVISORS, LTD.
Investment Advice|WEST BEND, WI
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$113.8M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 113.8M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 155263 |
| SEC Number | 801-79379 |
| Street Address | 1755 W. PARADISE DR. |
| Location | WEST BEND, WI 53095 |
| Country | United States |
| Phone | 262-306-0066 |
| Fax | 262-306-0033 |
| Total Employees | 2 |
Client Count by Type (193 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 161 |
| High Net Worth Individual… | 32 |
Community Partners
CITY OF BEAVER DAM
CITY OF FOX LAKE
CITY OF HORICON
CITY OF JUNEAU
CITY OF MAYVILLE
CITY OF OCONOMOWOC
CITY OF WAUPUN
CLYMAN, TOWN OF
COUNTY OF DODGE
TOWN OF ALTO
TOWN OF ASHIPPUN
TOWN OF BEAVER DAM
TOWN OF BURNETT
TOWN OF CALAMUS
TOWN OF CHESTER
TOWN OF CLYMAN
TOWN OF EMMET
TOWN OF FOX LAKE
TOWN OF HERMAN
TOWN OF HUBBARD
CITY OF BEAVER DAM
CITY OF FOX LAKE
CITY OF HORICON
CITY OF JUNEAU
CITY OF MAYVILLE
CITY OF OCONOMOWOC
CITY OF WAUPUN
CLYMAN, TOWN OF
COUNTY OF DODGE
TOWN OF ALTO
TOWN OF ASHIPPUN
TOWN OF BEAVER DAM
TOWN OF BURNETT
TOWN OF CALAMUS
TOWN OF CHESTER
TOWN OF CLYMAN
TOWN OF EMMET
TOWN OF FOX LAKE
TOWN OF HERMAN
TOWN OF HUBBARD
CITY OF BEAVER DAM
CITY OF FOX LAKE
CITY OF HORICON
CITY OF JUNEAU
CITY OF MAYVILLE
CITY OF OCONOMOWOC
CITY OF WAUPUN
CLYMAN, TOWN OF
COUNTY OF DODGE
TOWN OF ALTO
TOWN OF ASHIPPUN
TOWN OF BEAVER DAM
TOWN OF BURNETT
TOWN OF CALAMUS
TOWN OF CHESTER
TOWN OF CLYMAN
TOWN OF EMMET
TOWN OF FOX LAKE
TOWN OF HERMAN
TOWN OF HUBBARD
Municipal Government
45 Active
45
Organizations
ASHIPPUN SANITARY DISTRICT
BURNETT SANITARY DISTRICT 1
CLR FIRE & RESCUE GROUP
DODGE COUNTY DRAINAGE BOARD
DODGE COUNTY HOUSING AUTHORITY
ELBA SANITARY DISTRICT 1
FOX LAKE INLAND PROTECTION AND REHABILITATION DISTRICT
HERMAN (TOWN OF ) SANITARY DISTRICT 1
HORICON (CITY OF) COMMUNITY DEVELOPMENT AUTHORITY
HUBBARD AND HUSTISFORD SANITARY DISTRICT 1
HUBBARD SANITARY DISTRICT 2
JUNEAU EMERGENCY MEDICAL SVC
LAKE SINISSIPPI IMPROVEMENT DISTRICT
LEBANON SANITARY DISTRICT 1
LEBANON SANITARY DISTRICT 2
LEROY SANITARY DISTRICT 1
PORTLAND SANITARY DISTRICT
RUBICON (TOWN OF) SANITARY DISTRICT 1
TOWN OF WATERLOO TOWN HALL
WEST BEND HOUSING AUTHORITY
ASHIPPUN SANITARY DISTRICT
BURNETT SANITARY DISTRICT 1
CLR FIRE & RESCUE GROUP
DODGE COUNTY DRAINAGE BOARD
DODGE COUNTY HOUSING AUTHORITY
ELBA SANITARY DISTRICT 1
FOX LAKE INLAND PROTECTION AND REHABILITATION DISTRICT
HERMAN (TOWN OF ) SANITARY DISTRICT 1
HORICON (CITY OF) COMMUNITY DEVELOPMENT AUTHORITY
HUBBARD AND HUSTISFORD SANITARY DISTRICT 1
HUBBARD SANITARY DISTRICT 2
JUNEAU EMERGENCY MEDICAL SVC
LAKE SINISSIPPI IMPROVEMENT DISTRICT
LEBANON SANITARY DISTRICT 1
LEBANON SANITARY DISTRICT 2
LEROY SANITARY DISTRICT 1
PORTLAND SANITARY DISTRICT
RUBICON (TOWN OF) SANITARY DISTRICT 1
TOWN OF WATERLOO TOWN HALL
WEST BEND HOUSING AUTHORITY
ASHIPPUN SANITARY DISTRICT
BURNETT SANITARY DISTRICT 1
CLR FIRE & RESCUE GROUP
DODGE COUNTY DRAINAGE BOARD
DODGE COUNTY HOUSING AUTHORITY
ELBA SANITARY DISTRICT 1
FOX LAKE INLAND PROTECTION AND REHABILITATION DISTRICT
HERMAN (TOWN OF ) SANITARY DISTRICT 1
HORICON (CITY OF) COMMUNITY DEVELOPMENT AUTHORITY
HUBBARD AND HUSTISFORD SANITARY DISTRICT 1
HUBBARD SANITARY DISTRICT 2
JUNEAU EMERGENCY MEDICAL SVC
LAKE SINISSIPPI IMPROVEMENT DISTRICT
LEBANON SANITARY DISTRICT 1
LEBANON SANITARY DISTRICT 2
LEROY SANITARY DISTRICT 1
PORTLAND SANITARY DISTRICT
RUBICON (TOWN OF) SANITARY DISTRICT 1
TOWN OF WATERLOO TOWN HALL
WEST BEND HOUSING AUTHORITY
Special District
20 Active
20
Organizations
BEAVER DAM SCHOOL DISTRICT
DODGELAND SCHOOL DISTRICT
HERMAN-NEOSHO-RUBICON-SCHOOL DISTRICT 3
HORICAN SCHOOL DISTRICT
HUSTISFORD SCHOOL DISTRICT
LOMIRA SCHOOL DISTRICT
MAYVILLE CITY SCHOOL DISTRICT
OCONOMOWOC AREA SCHOOL DISTRICT
SCHOOL DISTRICT OF HORICON
STONE BANK SCHOOL DISTRICT
WATERLOO SCHOOL DISTRICT
BEAVER DAM SCHOOL DISTRICT
DODGELAND SCHOOL DISTRICT
HERMAN-NEOSHO-RUBICON-SCHOOL DISTRICT 3
HORICAN SCHOOL DISTRICT
HUSTISFORD SCHOOL DISTRICT
LOMIRA SCHOOL DISTRICT
MAYVILLE CITY SCHOOL DISTRICT
OCONOMOWOC AREA SCHOOL DISTRICT
SCHOOL DISTRICT OF HORICON
STONE BANK SCHOOL DISTRICT
WATERLOO SCHOOL DISTRICT
BEAVER DAM SCHOOL DISTRICT
DODGELAND SCHOOL DISTRICT
HERMAN-NEOSHO-RUBICON-SCHOOL DISTRICT 3
HORICAN SCHOOL DISTRICT
HUSTISFORD SCHOOL DISTRICT
LOMIRA SCHOOL DISTRICT
MAYVILLE CITY SCHOOL DISTRICT
OCONOMOWOC AREA SCHOOL DISTRICT
SCHOOL DISTRICT OF HORICON
STONE BANK SCHOOL DISTRICT
WATERLOO SCHOOL DISTRICT
School District
11 Active
11
Organizations
10 LORDS-A-LEAPING
10 ROB MORRIS
1501059 WEST BEND WI LIGHTHOUSE AGLOW INTERNATIONAL
296
2ND DISTRICT WISCONSIN AMERICAN LEGION
375 ALDO LEOPOLD CHAPTER OF TROUT UNLIMITED
4-H AMERICAN SPIRIT
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
55825 ROCK RIVER READING COUNCIL
5AND2 MOTORSPORTS INC
5-STONES DODGE COUNTY
6614 KRAUSE LANGER AUXILIARY
73 NSDC INC
ABLELIGHT FOUNDATION INC
ABLELIGHT INC
ABUNDANT LIFE HEARING HEALTH & MORE
ACCREDITATION REVIEW COMMITTEE
ADELINE MONTESSORI SCHOOL, INC.
ADORATION ABODE INC
AES RECOVERY INCORPORATED
10 LORDS-A-LEAPING
10 ROB MORRIS
1501059 WEST BEND WI LIGHTHOUSE AGLOW INTERNATIONAL
296
2ND DISTRICT WISCONSIN AMERICAN LEGION
375 ALDO LEOPOLD CHAPTER OF TROUT UNLIMITED
4-H AMERICAN SPIRIT
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
55825 ROCK RIVER READING COUNCIL
5AND2 MOTORSPORTS INC
5-STONES DODGE COUNTY
6614 KRAUSE LANGER AUXILIARY
73 NSDC INC
ABLELIGHT FOUNDATION INC
ABLELIGHT INC
ABUNDANT LIFE HEARING HEALTH & MORE
ACCREDITATION REVIEW COMMITTEE
ADELINE MONTESSORI SCHOOL, INC.
ADORATION ABODE INC
AES RECOVERY INCORPORATED
10 LORDS-A-LEAPING
10 ROB MORRIS
1501059 WEST BEND WI LIGHTHOUSE AGLOW INTERNATIONAL
296
2ND DISTRICT WISCONSIN AMERICAN LEGION
375 ALDO LEOPOLD CHAPTER OF TROUT UNLIMITED
4-H AMERICAN SPIRIT
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
55825 ROCK RIVER READING COUNCIL
5AND2 MOTORSPORTS INC
5-STONES DODGE COUNTY
6614 KRAUSE LANGER AUXILIARY
73 NSDC INC
ABLELIGHT FOUNDATION INC
ABLELIGHT INC
ABUNDANT LIFE HEARING HEALTH & MORE
ACCREDITATION REVIEW COMMITTEE
ADELINE MONTESSORI SCHOOL, INC.
ADORATION ABODE INC
AES RECOVERY INCORPORATED
Nonprofit Organization
1282 Active
1282
Organizations
Community Partners126 organizations
CITY OF BEAVER DAM
Municipal Government·BEAVER DAM
CITY OF FOX LAKE
Municipal Government·FOX LAKE
CITY OF HORICON
Municipal Government·HORICON
CITY OF MAYVILLE
Municipal Government·MAYVILLE
CITY OF OCONOMOWOC
Municipal Government·OCONOMOWOC
CITY OF WAUPUN
Municipal Government·WAUPUN
CLYMAN, TOWN OF
Municipal Government·CLYMAN
COUNTY OF DODGE
Municipal Government·JUNEAU
TOWN OF ALTO
Municipal Government·WAUPUN
TOWN OF BEAVER DAM
Municipal Government·BEAVER DAM
TOWN OF BURNETT
Municipal Government·BURNETT
TOWN OF CHESTER
Municipal Government·WAUPUN
TOWN OF CLYMAN
Municipal Government·CLYMAN
TOWN OF EMMET
Municipal Government·WATERTOWN
TOWN OF HUSTISFORD
Municipal Government·NEOSHO
TOWN OF LEBANON
Municipal Government·LEBANON
TOWN OF LOMIRA
Municipal Government·LOMIRA
TOWN OF OAK GROVE
Municipal Government·JUNEAU
TOWN OF RUBICON
Municipal Government·NEOSHO
TOWN OF SHIELDS
Municipal Government·WATERTOWN
TOWN OF THERESA
Municipal Government·THERESA
TOWN OF TRENTON
Municipal Government·WEST BEND
TOWN OF WESTFORD
Municipal Government·BEAVER DAM
VILLAGE OF IRON RIDGE
Municipal Government·IRON RIDGE
VILLAGE OF KEKOSKEE
Municipal Government·MAYVILLE
VILLAGE OF LOMIRA
Municipal Government·LOMIRA
VILLAGE OF LOWELL
Municipal Government·LOWELL
VILLAGE OF REESEVILLE
Municipal Government·REESEVILLE
VILLAGE OF SUMMIT
Municipal Government·OCONOMOWOC
VILLAGE OF THERESA
Municipal Government·THERESA
WAUPUN, CITY OF
Municipal Government·WAUPUN
BURNETT SANITARY DISTRICT 1
Special District·BURNETT
CLR FIRE & RESCUE GROUP
Special District·REESEVILLE
ELBA SANITARY DISTRICT 1
Special District·COLUMBUS
HORICON (CITY OF) COMMUNITY DEVELOPMENT AUTHORITY
Special District·HORICON
HUBBARD AND HUSTISFORD SANITARY DISTRICT 1
Special District·HUSTISFORD
HUBBARD SANITARY DISTRICT 2
Special District·JUNEAU
JUNEAU EMERGENCY MEDICAL SVC
Special District·JUNEAU
LEBANON SANITARY DISTRICT 1
Special District·LEBANON
LEBANON SANITARY DISTRICT 2
Special District·WATERTOWN
PORTLAND SANITARY DISTRICT
Special District·WATERLOO
RUBICON (TOWN OF) SANITARY DISTRICT 1
Special District·RUBICON
TOWN OF WATERLOO TOWN HALL
Special District·WATERLOO
WEST BEND HOUSING AUTHORITY
Special District·WEST BEND
10 LORDS-A-LEAPING
Nonprofit Organization·West Bend
10 ROB MORRIS
Nonprofit Organization·Oconomowoc
1501059 WEST BEND WI LIGHTHOUSE AGLOW INTERNATIONAL
Nonprofit Organization·West Bend
296
Nonprofit Organization·Beaver Dam
2ND DISTRICT WISCONSIN AMERICAN LEGION
Nonprofit Organization·Horicon
375 ALDO LEOPOLD CHAPTER OF TROUT UNLIMITED
Nonprofit Organization·WATERTOWN
4-H AMERICAN SPIRIT
Nonprofit Organization·WEST BEND
4-H CLUBS & AFFILIATED 4-H ORGANIZATIONS
Nonprofit Organization·Juneau
55825 ROCK RIVER READING COUNCIL
Nonprofit Organization·REESEVILLE
5AND2 MOTORSPORTS INC
Nonprofit Organization·BEAVER DAM
5-STONES DODGE COUNTY
Nonprofit Organization·Beaver Dam
6614 KRAUSE LANGER AUXILIARY
Nonprofit Organization·Waterloo
73 NSDC INC
Nonprofit Organization·JUNEAU
ABLELIGHT FOUNDATION INC
Nonprofit Organization·Watertown
ABLELIGHT INC
Nonprofit Organization·WATERTOWN
ABUNDANT LIFE HEARING HEALTH & MORE
Nonprofit Organization·WEST BEND
ACCREDITATION REVIEW COMMITTEE
Nonprofit Organization·OCONOMOWOC
ADELINE MONTESSORI SCHOOL, INC.
Nonprofit Organization·OCONOMOWOC
ADORATION ABODE INC
Nonprofit Organization·Watertown
AES RECOVERY INCORPORATED
Nonprofit Organization·WEST BEND
AGLOW INTERNATIONAL
Nonprofit Organization·Mayville
AGLOW INTERNATIONAL
Nonprofit Organization·West Bend
AHAVA PRODUCTIONS INC
Nonprofit Organization·OCONOMOWOC
AMATEUR ATHLETIC UNION OF THE UNITE
Nonprofit Organization·OCONOMOWOC
AMERICAN ASSOCIATION OF CHRISTIAN COLLEGES AND SEMINARS INC
Nonprofit Organization·WATERTOWN
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Oconomowoc
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN
Nonprofit Organization·Watertown
AMERICAN ASSOCIATION OF UNIVERSITY WOMEN WEST BEND WISCONSIN
Nonprofit Organization·West Bend
AMERICAN CRIMINAL JUSTICE ASSOCIATION LAMBDA ALPHA EPSILON
Nonprofit Organization·Oconomowoc
AMERICAN FEDERATION OF LABOR & CONGRESS OF INDUSTRIAL ORGS
Nonprofit Organization·Waupun
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Rubicon
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Oconomowoc
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·BEAVER DAM
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Beaver Dam
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·WAUPUN
AMERICAN FEDERATION OF STATE COUNTY & MUNICIPAL EMPLOYEES
Nonprofit Organization·Fox Lake
AMERICAN FRIENDS OF JOURNEY HOUSE
Nonprofit Organization·OCONOMOWOC
AMERICAN LEGION
Nonprofit Organization·Reeseville
AMERICAN LEGION
Nonprofit Organization·WATERLOO
AMERICAN LEGION
Nonprofit Organization·THERESA
AMERICAN LEGION
Nonprofit Organization·WAUPUN
AMERICAN LEGION
Nonprofit Organization·West Bend
AMERICAN LEGION
Nonprofit Organization·Oconomowoc
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Beaver Dam
AMERICAN LEGION AUXILIARY
Nonprofit Organization·West Bend
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Hustisford
AMERICAN LEGION AUXILIARY
Nonprofit Organization·THERESA
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Oconomowoc
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Waterloo
AMERICAN LEGION AUXILIARY
Nonprofit Organization·Juneau