Unclaimed Profile

Edward Charles Reinhart

CAPITAL ADVISORS WEALTH MANAGEMENT, LLC·YAKIMA, Washington

SIE, Series 7, Series 65, Series 6627 years registeredCAPITAL ADVISORS WEALTH MANAGEMENT, LLC

1104 NORTH 35TH AVENUE, YAKIMA, WA 98902CRD# 2727927Firm CRD# 309387

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Edward Charles Reinhart · YAKIMA, WA

Registration

CRD #2727927 · CAPITAL ADVISORS WEALTH MANAGEMENT, LLC · 27 years registered

Brand Profile

Not yet started

Career History

CAPITAL ADVISORS WEALTH MANAGEMENT

Jul 2020 – present

WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC

Oct 2003 – Aug 2020

YAKIMA, WA

MERRILL LYNCH PIERCE FENNER & SMITH INC.

Dec 1998 – Sep 2003

YAKIMA, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 65

Series 66

Registration record

First registered · December 22, 1998

Years registered · 27

Disclosure History

2004Customer Dispute·Denied

2003Customer Dispute·Settled

2 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

CAPITAL ADVISORS WEALTH MANAGEMENT, LLC

CRD 309387 · SEC 801-118930

AUM

$742M

Regulatory assets under management

Employees

901 client accounts

Services offered by CAPITAL ADVISORS WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at CAPITAL ADVISORS WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Edward Charles Reinhart offer?

Edward Charles Reinhart specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in YAKIMA, Washington for a consultation.

What are Edward Charles Reinhart's credentials?

Edward Charles Reinhart is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Edward Charles Reinhart located?

Edward Charles Reinhart is based in YAKIMA, Washington, working with CAPITAL ADVISORS WEALTH MANAGEMENT, LLC. Their office serves clients in the YAKIMA metropolitan area and surrounding communities.

How does Edward Charles Reinhart charge for services?

Edward Charles Reinhart's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CAPITAL ADVISORS WEALTH MANAGEMENT, LLC?

CAPITAL ADVISORS WEALTH MANAGEMENT, LLC has approximately 8 employees and manages $742M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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