Capital View Wealth Management, LLC
Capital View Wealth Management, LLC is an SEC-registered wealth manager with $128.8M assets under management (AUM, regulatory AUM), +2% over one year. See who owns Capital View Wealth Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 126653, SEC 801-62003, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $128.8M (2026-03-03)
- Firm type
- Wealth Manager
- Employees
- 1
- Clients
- 27
- CRD
- 126653
- Ownership
- O'BRIEN, SAMUEL, B
How much AUM does Capital View Wealth Management, LLC have?
Capital View Wealth Management, LLC reported $128.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Capital View Wealth Management, LLC?
Disclosed owners and executives of Capital View Wealth Management, LLC include O'BRIEN, SAMUEL, B. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.