Capital Partners Wealth Management
Capital Partners Wealth Management (CRD# 291260) is a financial advisory firm headquartered in Issaquah, WA. They manage $17,773,116 in 168 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Capital Partners Wealth Management
By the Numbers
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Total Assets Under Management18MILLION
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Total Number of Accounts168ACCOUNTS
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Average Account Value$105,792
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
WA
Financial Advisors at Capital Partners Wealth Management
1
Christopher Reid (CRD# 6886032) is an Investment Advisor Representative working at Capital Partners Wealth Management in Issaquah, WA and has 10 years of experience in the finance industry.
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