Overview
Assets Under Management: $275 million
Headquarters: TUCSON, AZ
High-Net-Worth Clients: 63
Average Client Assets: $4 million
Frequently Asked Questions
CAPITAL WEST PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #130762), CAPITAL WEST PARTNERS, LLC is subject to fiduciary duty under federal law.
CAPITAL WEST PARTNERS, LLC is headquartered in TUCSON, AZ.
CAPITAL WEST PARTNERS, LLC serves 63 high-net-worth clients according to their SEC filing dated January 23, 2025. View client details ↓
According to their SEC Form ADV, CAPITAL WEST PARTNERS, LLC offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
CAPITAL WEST PARTNERS, LLC manages $275 million in client assets according to their SEC filing dated January 23, 2025.
According to their SEC Form ADV, CAPITAL WEST PARTNERS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 63
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 91.90
Average High-Net-Worth Client Assets: $4 million
Total Client Accounts: 166
Discretionary Accounts: 127
Non-Discretionary Accounts: 39
Regulatory Filings
CRD Number: 130762
Last Filing Date: 2025-01-23 00:00:00
Website: https://capitalwestpartners.com