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Building 2CAPSTONE WEALTH ADVISORS, LLC

Map pinSALEM, OR
Phone503-967-1980
NotebookSEC #801-110036
Total AUM
$102.4M
Employees
3
Clients
125

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
388 STATE STREET, SUITE 700
SALEM
OR 97301
United States
Operating Hours
8 AM TO 4 PM
Monday - Friday
Phone
503-967-1980
Other Offices
1

ReceiptFinancials

Total AUM
$102.4M
Accounts
422
Discretionary
$102.4M
Accounts
422
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
93
AUM
$27.4M
HNW Individual Clients
32
AUM
$75M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCACOFLIDORTXWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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