CRD: 291260
Capital Partners Wealth Management
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- Custodian
- Charles Schwab & Company ยท Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 01-17-2018
- Office Locations
- 1
Office Locations
About Capital Partners Wealth Management
Capital Partners Wealth Management is a small, fee-only fiduciary firm focused on high-touch retirement and wealth planning. The team uses a proprietary process to help clients prioritize what they value most and translate goals into actionable plans, including investment management and insurance planning. Primarily serves retail households and works with custodians such as Charles Schwab.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Services
Technology
Owner & Executives
Christopher Scott Reid
Chief Compliance Officer, Financial Professional, Managing Member, President
- CRD
- #6886032
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,124,575 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,124,575 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Other | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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