David Scott Lake

Cwp Private Wealth Management

26 Years of Experience

1 Disclosure

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & Coaching

Cwp Private Wealth Management

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

2 advisors

Number of Clients

455 clients

Average Client Portfolio

$487K average

Assets Under Management

$221.7M

Fee Structure

Location

1755 W. Paradise Dr., West Bend, WI, 53095

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History

Regulatory History (1)

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Customer Dispute

October 2004

Closed-No Action

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Other Business Activities

David is a member, manager, and executive vice president of Black Earth LLC, a real estate investment company. He is also the president and owner of Capital Wealth Advisors, LTD, and a member of HBW RIA Services, LLC, both registered investment advisors.

Employment History

Current Registrations

Cwp Private Wealth Management

September 2015 - Present · 10 yrs 5 mos

Capital Wealth Advisors, LTD.

October 2010 - Present · 15 yrs 4 mos

Previous Registrations

Wisconsin Wealth Advisors, LLC

December 2008 - November 2010 · 1 yr 11 mos

Harbour Investments, INC.

March 1999 - November 2010 · 11 yrs 8 mos

State Registrations3 states

FLTXWI

Advisor

Exams

No exam information available for this advisor.