David Scott Lake
Investment adviser representative at Cwp Private Wealth Management
16 yearsExperience
1 stateRegistered in
$276.1MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
16 years in the industry.
- Cwp Private Wealth ManagementSep 2015 to now
- Ria Services LLCAug 2015 to now
- Capital Wealth Advisors, Ltd.Oct 2010 to now
Exams passed
- Series 63 · Uniform Securities Agent State Law1991
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (WI).
Cwp Private Wealth Management
Legal name: Ria Services, LLC
$276.1MAssets managed
511Clients
1Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1638504
- Firm CRD
- 281520