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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-01-2003
- Office Locations
- 1
Office Locations
About Capital View Wealth Management, LLC
Capital View Wealth Management is an independent, fiduciary RIA in Des Moines providing needs-based financial planning and customized investment strategies for individuals and multigenerational families. The firm emphasizes clear, client-friendly guidance and flexible, conflict-free access to a wide range of solutions; public ADV data shows a primarily ETF-based portfolio mix. Custody includes Charles Schwab.
Reported data analysis
What the numbers show
Between February 26, 2025 and March 3, 2026, reported AUM increased 2.2%, from $126.1M to $128.8M.
Across 5 reported observations, AUM increased 14.5% between May 2, 2022 and March 3, 2026, from $112.5M to $128.8M.
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 27 clients, or 27 clients per representative. That equates to $4.8M in reported AUM per client.
The profile lists 1 reported office location and 23 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Capital View Wealth Management, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
SAMUEL B O'BRIEN
Chief Compliance Officer, President
- CRD
- #853866
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $128,834,000 | $4,771,630 |
| Non-Discretionary | $0 | -- |
| Total | $128,834,000 | $4,771,630 |
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Separately Managed Accounts
SMA allocation detail is available
Capital View Wealth Management, LLC has reported separately managed account data across 5 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.