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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Capital Wealth Advisors Ltd
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|---|---|
| CRD # | 155263 |
| SEC # | 801-79379 |
| CIK # | |
| AUM | $113.8 M (2025-03-31) |
| Employees | 2 (100% Investors, 0% Brokers) |
| Phone | 262-306-0066 |
| Address | 1755 W Paradise Dr West Bend, WI 53095 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 161 | 60.7 |
| (b) Individuals (high net worth individuals) | 32 | 53.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 530 | 113.8 |
| By Discretionary | ||
| Discretionary | 530 | 113.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 530 | 113.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 113.8 | |
| Total | 530 | 113.8 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Arborfi Advisors LLC
✚
|
MI | 0.1 |
|
Saddock Wealth LLC
✚
|
TX | 0.1 |
|
Villanova Investment Management Company LLC
✚
|
PA | 0.1 |
|
Stawnychy Financial Services Inc
✚
|
NJ | 0.1 |
|
SILA Financial LLC
✚
|
0.1 | |
|
Premier Private Wealth Management LLC
✚
|
FL | 0.1 |
|
Sage Wealth Planning LLC
✚
|
TX | 0.1 |
|
JMH Wealth Management LLC
✚
|
NH | 0.1 |
|
Shepherd Wealth Management Limited Liability Company
✚
|
OH | 0.1 |
|
AISA Financial Planning Ltd
✚
|
0.1 |