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CAPITAL WEST PARTNERS, LLC
CRD 130762 · SEC 801-62859
6842 E. TANQUE VERDE ROAD, SUITE C, TUCSON, AZ, 85715, United States
Phone
520-296-9803
Fax
520-296-1939
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$300.0M
Discretionary AUM
$250.9M
Team
3 total employees; 2 advisory reps; 166 broker-dealer reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-13
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 103 | $284.5M |
| High net worth individuals | 70 | $15.5M |
States served
AZ, CA
All web addresses on file
Official SEC filing: View on IAPD