Capital View Wealth Management, LLC

Capital View Wealth Management, LLC (CRD# 126653) is a financial advisory firm headquartered in , . They manage $112,000,000 in 67 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    112
    MILLION
  • Total Number of Accounts
    67
    ACCOUNTS
  • Average Account Value
    $1,671,642
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
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 O'brien, financial advisor Des Moines IA
Samuel B. O'brien
CRD#: 853866
Des Moines, IA

Samuel O'brien (CRD# 853866) is an Investment Advisor Representative working at Capital View Wealth Management, LLC in Des Moines, IA and has over 33 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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