# CAPITAL VIEW WEALTH MANAGEMENT, LLC

CAPITAL VIEW WEALTH MANAGEMENT, LLC of DES MOINES, IA is an SEC-registered investment adviser.

## Registration

- CRD: 126653
- Type: SEC-registered investment adviser
- SEC file number: 801-62003
- Location: 801 GRAND AVENUE, SUITE 3301, DES MOINES, IA, 50309
- Phone: 515-238-3737
- Latest filing: 2026-03-03
- Regulatory AUM: $128.8M
- Discretionary AUM: $128.8M
- Clients: 1
- Accounts: 27

## Business model

- Compensation: % of AUM, Hourly
- Clients served: High net worth, Other

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Samuel B O'Brien | PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| O'BRIEN SAMUEL B | PRESIDENT; PRESIDENT/CCO; PRESIDENT/CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/126653/brochure
- Similar advisers: https://search.stillhousedata.com/firm/126653/similar
- Related entities: https://search.stillhousedata.com/firm/126653/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/126653

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.