CAPITAL ADVISORS WEALTH MANAGEMENT, LLC
Legal name: CAPITAL ADVISORS WEALTH MANAGEMENT
CRD #309387 SEC #801-118930 YAKIMA, WA (509) 469-5030
SEC Registered
Total AUM
$908.3M
Discretionary
$729.4M
Employees
9
Clients
1
Accounts
2,574
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Sep 2025 | $908.3M | $729.4M | $179M | 9 | 5 |
| Feb 2025 | $908.3M | $729.4M | $179M | 9 | 5 |
| Feb 2024 | $742.2M | $608.3M | $133.9M | 8 | 2 |
| Mar 2023 | $677M | $546.8M | $130.2M | 8 | 15 |
| Mar 2023 | $677M | $546.8M | $130.2M | 8 | 15 |
| Mar 2022 | $613.8M | $476.4M | $137.5M | 8 | 2 |
| Jul 2021 | $480.7M | $370.9M | $109.8M | 7 | 52 |
| Mar 2021 | $480.7M | $370.9M | $109.8M | 7 | 52 |
| Oct 2020 | $322.5M | $322.5M | $0 | 3 | 0 |
| Aug 2020 | $0 | $0 | $0 | 3 | 0 |
| Aug 2020 | $0 | $0 | $0 | 3 | 0 |
| Aug 2020 | $0 | $0 | $0 | 3 | 0 |
| Jun 2020 | $0 | $0 | $0 | 1 | 0 |
| May 2020 | $0 | $0 | $0 | 1 | 0 |
DateSep 2025
Total AUM$908.3M
Discretionary$729.4M
Non-Disc.$179M
Employees9
Clients5
DateFeb 2025
Total AUM$908.3M
Discretionary$729.4M
Non-Disc.$179M
Employees9
Clients5
DateFeb 2024
Total AUM$742.2M
Discretionary$608.3M
Non-Disc.$133.9M
Employees8
Clients2
DateMar 2023
Total AUM$677M
Discretionary$546.8M
Non-Disc.$130.2M
Employees8
Clients15
DateMar 2023
Total AUM$677M
Discretionary$546.8M
Non-Disc.$130.2M
Employees8
Clients15
DateMar 2022
Total AUM$613.8M
Discretionary$476.4M
Non-Disc.$137.5M
Employees8
Clients2
DateJul 2021
Total AUM$480.7M
Discretionary$370.9M
Non-Disc.$109.8M
Employees7
Clients52
DateMar 2021
Total AUM$480.7M
Discretionary$370.9M
Non-Disc.$109.8M
Employees7
Clients52
DateOct 2020
Total AUM$322.5M
Discretionary$322.5M
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateAug 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJun 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0
DateMay 2020
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees1
Clients0