CAPITAL VIEW WEALTH MANAGEMENT, LLC

CAPITAL VIEW WEALTH MANAGEMENT, LLC of DES MOINES, IA is an SEC-registered investment adviser (CRD 126653). Regulatory assets under management: $128.8M.

Registration

Business model

Compensation: % of AUM, Hourly.

Clients served: High net worth, Other.

Officers, owners & control persons (2)

NameRoleLocation
Samuel B O'BrienPRESIDENT/CHIEF COMPLIANCE OFFICER
O'BRIEN SAMUEL BPRESIDENT; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER

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