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CAPITAL PARTNERS WEALTH MANAGEMENT
PRESIDIO FINANCIAL GROUP, INC
CRD 291260
605 E SUNSET WAY, ISSAQUAH, WA, 98027, United States
Phone
425-312-1515
Fax
425-642-8034
Registration
— (—)
Source
State registered
Total AUM
$53.1M
Discretionary AUM
$53.1M
Team
2 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-06-18
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Educational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 195 | $43.1M |
| High net worth individuals | 9 | $10.0M |
All web addresses on file
- https://www.linkedin.com/in/chrissreid/
- https://www.facebook.com/capitalpartnerswm
- https://twitter.com/CPWealthMgt
- https://www.tiktok.com/@capitalpartnerswealth
- https://www.instagram.com/capitalpartnerswealth/
- https://www.capitalpartnerswm.com
- https://www.linkedin.com/company/79525142/
- HTTPS://WWW.PRESIDIOFINANCIALGROUP.COM
- https://www.youtube.com/@honestadvisor
Official SEC filing: View on IAPD