CAPITAL VIEW WEALTH MANAGEMENT, LLC

Adviser information for CAPITAL VIEW WEALTH MANAGEMENT, LLC last updated from Form ADV on March 22nd, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.

Advisory Business

Type of Organization	Limited Liability Company
Fiscal Year End	DECEMBER
Legal Location	Iowa, United States

Employees

Total Number of Employees	1
Investment Advisory/Research	1
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	1
Licensed Agents of an Insurance Company	0
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	67	$112.0M
Non-Discretionary	0	$0
Total	67	$112.0M

Clients

Type	Number	RAUM
Individuals	0	$0
HNW Individuals	34	$112.0M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0

Services

Advisory Services	Portfolio management for individuals and/or small businessesCONSULTING SERVICES
Compensation	% of AUMHourly charges

Identifiers

SEC RIA File Number	801-62003
SEC ERA File Number	801-62003
SEC CIK Numbers	None
SEC CRD Numbers	126653
Legal Entity Identifier	None

Principal Office

1303 BELL AVENUE
DES MOINES
IA
United States

Monday - Friday, 9:00 A.M. - 5:00 P.M.

Tel: 515-238-3737, Fax: 515-288-5143

Chief Compliance Officer

SAMUEL B. O'BRIEN

PRESIDENT

1303 BELL AVENUE

DES MOINES

United States

Tel: 515-238-3737

Fax: 515-288-5143

S******@**********T

(Full email address available in API data)

Industry Affiliates

None

Private Funds

Name	Type	Assets $USD	Min Investment $USD	No. Owners