William Alt
MWS Capital Consultants · Chicago, Illinois
William Alt is a fee-only financial advisor at MWS Capital Consultants in Chicago, Illinois. William focuses on retirement planning and family wealth transfer. MWS Capital Consultants reports charging a percentage of assets on its Form ADV.
Request an introduction to William →
Specialties
Facts
| Firm | MWS Capital Consultants |
|---|---|
| Based in | Chicago, Illinois |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $193.7M across 449 accounts |
| SEC registration | Investment adviser representative in IL, TX · CRD 7248877 |
| Exams passed | Series 65 (2020) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.mwscapital.com |
| Profile |
How William's firm compares
- MWS Capital Consultants's average account is about $431,000, from its Form ADV (assets managed divided by 449 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
Is William Alt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and MWS Capital Consultants reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, MWS Capital Consultants, reports charging a percentage of assets on its SEC Form ADV.
Where is William Alt based?
William Alt is based in Chicago, Illinois.
What does William specialize in?
William's specialties include retirement planning and family wealth transfer.
Is William Alt registered with the SEC?
Yes. William Alt is registered as an investment adviser representative in IL and TX (CRD 7248877), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does MWS Capital Consultants manage?
MWS Capital Consultants reports $193.7M across 449 accounts in assets under management.
How do I contact William Alt?
Through William's website, www.mwscapital.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- MWS Capital Consultants website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.