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CAPITAL VIEW WEALTH MANAGEMENT, LLC
CRD 126653 · SEC 801-62003
IA, United States
Phone
515-238-3737
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$128.8M
Discretionary AUM
$128.8M
Team
1 total employees; 1 advisory reps
Clients
—
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Portfolio management (individuals)CONSULTING SERVICES
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 27 | $128.8M |
States served
IA
Official SEC filing: View on IAPD