CAPSTONE WEALTH MANAGEMENT, INC

CAPSTONE WEALTH MANAGEMENT, INC of SANTA ANA, CA is an SEC-registered investment adviser (CRD 172040). Regulatory assets under management: $34.1M.

Registration

• CRD: 172040
• Type: Registered investment adviser
• Location: 901 W. CIVIC CENTER DR., SANTA ANA, CA, 92703
• Phone: 714-772-4744
• Latest filing: 2026-06-10
• Regulatory AUM: $34.1M
• Discretionary AUM: $34.1M
• Clients: 2
• Accounts: 213

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 172040 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search