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William James Alt

Investment adviser representative at Mws Capital Consultants LLC
25 yearsExperience
2 statesRegistered in
$193.7MFirm assets
4 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 assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management

Experience

25 years in the industry.

  1. Mws Capital Consultants LLCApr 2020 to now
  2. Public SchoolsJun 2001 to now
  3. Uw-madisonJun 2019 to Sep 2019
  4. Camp Randall Rowing ClubJun 2018 to Aug 2018

Exams passed

  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 2 states (IL, TX).

Mws Capital Consultants LLC

$193.7MAssets managed
142Clients
4Advisers
4 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
7248877
Firm CRD
125061
Advisor's SEC record (opens in a new tab)
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