Key facts
- CAPITAL ADVISORS WEALTH MANAGEMENT is a other based in YAKIMA, WA.
- CAPITAL ADVISORS WEALTH MANAGEMENT reports $1.3M in regulatory assets under management, per its SEC Form ADV (2026-04).
Registered with the SEC
Form ADV · 2026-04 · CRD 309387- Regulatory AUM
- $1.3M
- Private fund assets
- —
- Private funds
- —
- Staff
- 10
- Registered office
- YAKIMA, WA
- SEC status
- Approved
Reports custody of client assets.
Source: SEC Investment Adviser Public Disclosure, Form ADV (registered as CAPITAL ADVISORS WEALTH MANAGEMENT, LLC).
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Portfolio
Portfolio — not yet on record
No portfolio companies for CAPITAL ADVISORS WEALTH MANAGEMENT are on record yet. Positions surface from round participations, filings, and coverage.
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Frequently asked
- What is CAPITAL ADVISORS WEALTH MANAGEMENT's AUM?
- CAPITAL ADVISORS WEALTH MANAGEMENT manages approximately $1.3M in assets.