National Retirement Planning Experts

National Coverage
Local Professionals

Home  > Financial Advisors > oregon > salem

CAPSTONE WEALTH ADVISORS, LLC

Tel: 503-967-1980
2005 Madrona Avenue Se
Salem, Oregon  97302

Find an Advisor
It's Fast, Free & Easy

  Your Information is Safe and Secure

CAPSTONE WEALTH ADVISORS, LLC

CAPSTONE WEALTH ADVISORS, LLC is a Salem, Oregon based financial advisory firm with nearly $720,909,582 in assets under management and provides investment advisory services for 3355 clients. There are currently 2 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

287670

SEC#:

801-110036

No. of Clients:

3355

Assets under Management

$720,909,582

No. of Advisors:

2

More Financial Advisory Firms in Salem, Oregon

More Firms in Salem, Oregon >>

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

© 2025 FinancialAdvisor.net. All Rights Reserved.