CAPSTONE WEALTH
  • CAPSTONE WEALTH
  • CAPSTONE WEALTH MANAGEMENT, LLC
  • CAPSTONE WEALTH MANAGEMENT, INC.
  • CAPSTONE WEALTH MANAGEMENT

Adviser Profile

As of Date 04/20/2025
Registration status Registration Changed to CAPSTONE WEALTH MANAGEMENT, INC.
ADV Location BILLINGS, MT, United States
Contact Info 406 xxxxxxx
Websites
AUM* 301,108,894
of that, discretionary 282,925,904
Number of Employees 6
of those in investment advisory functions 4
Private Fund GAV* 0
Avg Account Size 647,546
% High Net Worth 43.67%
SMA’s No
Private Funds 0

Adviser Type

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

1 1 1 1
Discretionary
Non-discretionary

Private Funds

No private funds

Employees