Capital View Wealth Management LLC

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Assets, Funds, Holdings

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Capital View Wealth Management LLC
CRD #126653
SEC #801-62003
CIK #
AUM $112.0 MM (2024-03-22)
Employees 1 (100% Investors, 0% Brokers)
Phone515-238-3737
Address1303 Bell Avenue
Des Moines, IA 50315
Source [IAPD]
Total AUM ($MM)
16012896643202002200920172025
AUM Breakdown Accounts AUM ($MM)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 34 112.0
(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 67 112.0
By Discretionary
Discretionary 67 112.0
Non-Discretionary 0 0.0
Total 67 112.0
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 112.0
Total 67 112.0
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Frango Financial LLC
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