1. Home
  2. Chevron right
  3. Firms
  4. Chevron right
Log inSign in SparklesCreate a free account

Building 2CAPITAL WEALTH ADVISORS

Map pinNAPLES, FL
Phone239-434-7434
NotebookSEC #801-67934
Total AUM
$54.8M
Employees
8
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
787 FIFTH AVENUE SOUTH
NAPLES
FL 34102
United States
Operating Hours
8:30AM - 5:00PM
Monday - Friday
Phone
239-434-7434

ReceiptFinancials

Total AUM
$54.8M
Accounts
93
Discretionary
$20.1M
Accounts
72
Non-Discretionary
$34.6M
Accounts
21

ContactClients

View more in analytics →

None reported

Briefcase businessServices

View ADV Part 2 brochures →

Services Offered
Advisor / Fund Manager SelectionIndividual Portfolio ManagementPension Consulting
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REFERRAL FEE

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

View all affiliates →

Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

Feature requires an account