Capstone Wealth Management Group, LLC

Capstone Wealth Management Group, LLC (CRD# 284547) is a financial advisory firm headquartered in Clarks Green, PA. They manage $248,827,335 in 1,178 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
285 East Grove Street, Clarks Green, PA 18411
https://www.facebook.com/capstonewealth/
By the Numbers
  • Total Assets Under Management
    249
    MILLION
  • Total Number of Accounts
    1,178
    ACCOUNTS
  • Average Account Value
    $211,229
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, NC, NJ, NY, PA, SC, TX

Financial Advisors at Capstone Wealth Management Group, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Joseph Alu, financial advisor Clarks Green PA
Joseph M. Alu
CRD#: 7012795
285 East Grove Street, Clarks Green, PA 18411

Joseph Alu (CRD# 7012795) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Clarks Green, PA and has 1 year of experience in the finance industry.

2
Richard Condeelis, financial advisor Clarks Green PA
Richard J. Condeelis
CRD#: 6693563
285 East Grove Street, Clarks Green, PA 18411

Richard Condeelis (CRD# 6693563) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Clarks Green, PA and has over 7 years of experience in the finance industry.

3
Bryan Kupchik, financial advisor Clarks Green PA
Bryan A. Kupchik
CRD#: 2635746
285 East Grove Street, Clarks Green, PA 18411

Bryan Kupchik (CRD# 2635746) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Clarks Green, PA and has over 26 years of experience in the finance industry.

4
Robert Schultz, financial advisor Clarks Green PA
Robert G. Schultz
CRD#: 3180021
285 East Grove Street, Clarks Green, PA 18411

Robert Schultz (CRD# 3180021) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Clarks Green, PA and has over 24 years of experience in the finance industry.

5
Kathleen Tatulli, financial advisor Clarks Green PA
Kathleen J. Tatulli
CRD#: 7059697
285 East Grove Street, Clarks Green, PA 18411

Kathleen Tatulli (CRD# 7059697) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Clarks Green, PA and has over 5 years of experience in the finance industry.

6
Michael Papi, financial advisor Clarks Green PA
Michael J. Papi
CRD#: 7523880
285 East Grove Street, Clarks Green, PA 18411

Michael Papi (CRD# 7523880) is an Investment Advisor Representative working at Capstone Wealth Management Group, LLC in Clarks Green, PA and has over 2 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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