CAPITAL VIEW WEALTH MANAGEMENT, LLC

1 registered advisor·CRD# 126653
SEC# 801-620030515-238-3737
01

Firm Overview

AUM
$112M
Regulatory assets under management
Employees
1
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Other
Compensation
Percentage of AUM
Hourly charges
03

Specialties

Investment Management
04

Advisors at CAPITAL VIEW WEALTH MANAGEMENT, LLC

1 registered advisor
Samuel B O'brien
DES MOINES, Iowa
05

Office Locations

DES MOINES, Iowa
1 advisor

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Data sourced from SEC Form ADV filings. CAPITAL VIEW WEALTH MANAGEMENT, LLC (CRD# 126653) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.