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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Capital View Wealth Management LLC
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|---|---|
| CRD # | 126653 |
| SEC # | 801-62003 |
| CIK # | |
| AUM | $126.1 M (2025-02-26) |
| Employees | 1 (100% Investors, 0% Brokers) |
| Phone | 515-238-3737 |
| Address | |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 35 | 126.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 35 | 126.1 |
| By Discretionary | ||
| Discretionary | 33 | 117.7 |
| Non-Discretionary | 2 | 8.3 |
| Total | 35 | 126.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 126.1 | |
| Total | 35 | 126.1 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Richard G Slater
✚
|
0.1 | |
|
Financial Management Associates LLC
✚
|
MA | 0.1 |
|
Lewis Capital Management LLLP
✚
|
0.1 | |
|
ATX Financial Planning LLC
✚
|
TX | 0.1 |
|
Todo Capital LLC
✚
|
0.1 | |
|
Wells Financial Management LLC
✚
|
NC | 0.1 |
|
Clarus Group LLC
✚
|
NY | 0.1 |
|
Sierra Financial Advisory Incorporated
✚
|
0.1 | |
|
Strategic Probability Partners LLC
✚
|
0.1 | |
|
The Practical Planner LLC
✚
|
MA | 0.1 |