# Capital West Partners

Capital West Partners is a Bank / Wealth / Trust based in Tucson, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Tucson, United States
- **Region:** North America
- **Address:** Tucson, AZ, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed
- **Website:** capitalwestpartners.com
- **LinkedIn:** https://www.linkedin.com/company/capital-west-partners

## Regulatory record

- **CRD number:** 130762
- **SEC file number:** 801-62859
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/130762

## About

Capital West Partners was established in 2004 as an Arizona wealth manager. It delivers investment advisory services, financial planning, investment management, and portfolio management. The firm serves individuals, high net worth individuals, and related trusts, estates, and institutions.

## Questions

### What services does Capital West Partners provide?

The firm provides investment advisory services, financial planning, investment management, and portfolio management.

### Which clients does Capital West Partners serve?

It advises individuals, high net worth individuals, and related trusts, estates, and institutions.

## Related profiles

- [Capital Wealth Management](https://altss.com/profile/capital-wealth-management)
- [Capital Wings](https://altss.com/profile/capital-wings)

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Last updated: 2026-07-06T01:24:13.527Z

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