Capital View Wealth Management, LLC

Capital View Wealth Management, LLC (CRD# 126653) is a financial advisory firm headquartered in Des Moines, IA. They manage $140,000,000 in 72 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    140
    MILLION
  • Total Number of Accounts
    72
    ACCOUNTS
  • Average Account Value
    $1,944,444
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

IA

Financial Advisors at Capital View Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Samuel B. O'brien
CRD#: 853866
801 Grand Avenue, Suite 3301, Des Moines, IA 50309
93
Wealthminder
score

Samuel O'brien (CRD# 853866) is an Investment Advisor Representative working at Capital View Wealth Management, LLC in Des Moines, IA and has over 26 years of experience in the finance industry.

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