Capstone Wealth Management, Inc.

Capstone Wealth Management, Inc. (CRD# 172040) is a financial advisory firm headquartered in Anaheim, CA. They manage $10,000,000 in 90 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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.


Financial Advisors at Capstone Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
Anne Tahim
CRD#: 4809451
2331 W. Lincoln Avenue, Suite 300, Anaheim, CA 92801

Anne Tahim (CRD# 4809451) is an Investment Advisor Representative working at Capstone Wealth Management, Inc. in Anaheim, CA and has over 13 years of experience in the finance industry.

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