# Capital View Wealth Management

Capital View Wealth Management is a Bank / Wealth / Trust based in Des Moines, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Des Moines, United States
- **Region:** North America
- **Address:** Des Moines, IA, United States
- **Founded:** 2003
- **Assets under management:** Undisclosed
- **Website:** capitalviewwealth.com
- **LinkedIn:** https://www.linkedin.com/company/capital-view-wealth-management

## Regulatory record

- **CRD number:** 126653
- **SEC file number:** 801-62003
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/126653

## About

Capital View Wealth Management was established in 2003. It functions as a registered investment adviser serving clients from its Iowa base. The firm supplies portfolio management, risk management, and investment planning. Clients include pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. Services cover standard advisory mandates without disclosed fund vehicles or co-investment programs. No additional offices or team size figures appear in available records. No operational events from the last 24 months are documented. The firm follows a conventional wealth-management structure with no disclosed succession vehicles or hybrid mandates.

## Sectors

- Investment Advisory

## Questions

### Who runs investment decisions at Capital View Wealth Management?

No named principals or CIO appear in public records.

### Does Capital View Wealth Management participate in fund commitments or only direct deals?

Available information shows only advisory services; no fund commitments or direct deals are disclosed.

### What investment stages does Capital View Wealth Management typically target?

The firm provides ongoing portfolio management without stage-specific mandates disclosed.

## Related profiles

- [CapitalView Investment Partners](https://altss.com/profile/capitalview-investment-partners)
- [Capital Wealth Investments](https://altss.com/profile/capital-wealth-investments-cwi)

---

Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/capital-view-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology