Capital West Partners, LLC

Capital West Partners, LLC (CRD# 130762) is a financial advisory firm headquartered in Tucson, AZ. They manage $130,000,000 in 180 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
6842 E. Tanque Verde Road, Suite C, Tucson, AZ 85715
http://www.capitalwestpartners.com
By the Numbers
  • Total Assets Under Management
    130
    MILLION
  • Total Number of Accounts
    180
    ACCOUNTS
  • Average Account Value
    $722,222
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

AZ, CA, CO, KS, NV, UT

Financial Advisors at Capital West Partners, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jason Crane, financial advisor Tucson AZ
Jason C. Crane
CRD#: 4151762
6842 E. Tanque Verde Road, Suite C, Tucson, AZ 85715
96
Wealthminder
score

Jason Crane (CRD# 4151762) is an Investment Advisor Representative working at Capital West Partners, LLC in Tucson, AZ and has over 16 years of experience in the finance industry.

2
Jason Ruther, financial advisor Tucson AZ
Jason J. Ruther
CRD#: 2767626
6842 E. Tanque Verde Road, Suite C, Tucson, AZ 85715
83
Wealthminder
score

Jason Ruther (CRD# 2767626) is an Investment Advisor Representative working at Capital West Partners, LLC in Tucson, AZ and has over 21 years of experience in the finance industry.

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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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