Capital Partners Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$53,124,575
Clients
204
2% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
204
Very HighAverage account size
$260,415
About
Capital Partners Wealth Management is a small, independent advisory practice that provides comprehensive financial planning, investment consultation, and ongoing portfolio management to individual and high-net-worth clients. The firm operates as a solo advisor and also offers periodic educational workshops on personal finance and investing.
The firm’s investment process blends fundamental and technical analysis and constructs portfolios using ETFs, equities, fixed income and REITs, with both passive (Modern Portfolio Theory–oriented) and active management options. It also employs structured investment products — including structured notes as a core strategy — and manages accounts on both discretionary and nondiscretionary bases.
Notable differences from many peers include an affiliated insurance agency and a principal who is a licensed insurance agent, discloses devoting a portion of time to insurance activities (including commissionable annuities and insurance products), and acknowledges the resulting potential conflicts of interest. The firm also discloses prior involvement in related real estate ventures and associated litigation and highlights complimentary client seminars, a service less commonly offered among similar independent advisors.
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Expertise
Cash flow / budgeting
Debt management
College savings (529s, UTMA, etc.)
General retirement planning
Fee options
$0 - $500,000: 1.35% annually $500,001 - $1,000,000: 1.20% annually $1,000,000 - $3,000,000: 0.95% annually $3,000,000+: 0.70% annually
$150 per hour, billed in 15-minute increments
Main office location
Capital Partners Wealth Management
605 E Sunset Way
Issaquah WA 98027, United States
Number of offices
1
Most active in
Capital Partners Wealth Management has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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Website
425-312-1515
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