Capstone Wealth Management, LLC
Capstone Wealth Management, LLC (CRD# 144696) is a financial advisory firm headquartered in New York, NY. They manage $145,449,102 in 219 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management145MILLION
Total Number of Accounts219ACCOUNTS
Average Account Value$664,151
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CT, NJ, NY, TX
Cory Chmelka (CRD# 4159177) is an Investment Advisor Representative working at Capstone Wealth Management, LLC in New York, NY and has over 17 years of experience in the finance industry. Cory Chmelka has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.