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CAPSTONE WEALTH MANAGEMENT, INC
CRD 172040
901 W. CIVIC CENTER DR., SUITE 160, SANTA ANA, CA, 92703, United States
Phone
714-772-4744
Fax
714-772-0650
Registration
— (—)
Source
State registered
Total AUM
$34.1M
Discretionary AUM
$34.1M
Team
2 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM
Org form
Corporation
Filing date
2026-06-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 213 | $34.1M |
Official SEC filing: View on IAPD