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CAPSTONE WEALTH ADVISORS, LLC

CRD 287670 · SEC 801-110036

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388 STATE STREET, SUITE 700, SALEM, OR, 97301, United States

Phone

503-967-1980

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$102.4M

Discretionary AUM

$102.4M

Team

3 total employees; 2 advisory reps

Clients

0

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-31

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals93$27.4M
High net worth individuals32$75.0M

States served

AK, AZ, CA, CO, ID, LA, NE, NV, NY, OR, UT, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD