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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Washington
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Sep 9, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| VICKERS, ROBERT, ADAM | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| VICKERS, ROBERT, ADAM | I | OWNER & CHIEF COMPLIANCE OFFICER | E | Control |
| FARINA, ANTHONY, JOSEPH | I | OWNER & CHIEF COMPLIANCE OFFICER | D | Control |
| FARINA, ANTHONY, JOSEPH | I | OWNER & CHIEF COMPLIANCE OFFICER | D | Control |
| FARINA, ANTHONY, JOSEPH | I | OWNER & CHIEF COMPLIANCE OFFICER | D | Control |
| FARINA, ANTHONY, JOSEPH | I | OWNER & CHIEF COMPLIANCE OFFICER | D | Control |
| FARINA, ANTHONY, JOSEPH | I | OWNER & CHIEF COMPLIANCE OFFICER | D | Control |
| FARINA, ANTHONY, JOSEPH | I | OWNER & CHIEF COMPLIANCE OFFICER | D | Control |
| FARINA, ANTHONY, JOSEPH | I | OWNER & CHIEF COMPLIANCE OFFICER | D | Control |
| FARINA, ANTHONY, JOSEPH | I | OWNER & CHIEF COMPLIANCE OFFICER | D | Control |
| FARINA, ANTHONY, JOSEPH | I | OWNER & CHIEF COMPLIANCE OFFICER | D | Control |
| FARINA, ANTHONY, JOSEPH | I | OWNER & CHIEF COMPLIANCE OFFICER | D | Control |
| FARINA, ANTHONY, JOSEPH | I | OWNER & CHIEF COMPLIANCE OFFICER | D | Control |
| FARINA, ANTHONY, JOSEPH | I | OWNER & CHIEF COMPLIANCE OFFICER | D | Control |
| FARINA, ANTHONY, JOSEPH | I | OWNER & CHIEF COMPLIANCE OFFICER | D | Control |
| REINHART, EDWARD, CHARLES | I | MANAGING MEMBER | D | Control |
| REINHART, EDWARD, CHARLES | I | MANAGING MEMBER | D | Control |
| REINHART, EDWARD, CHARLES | I | MANAGING MEMBER | D | Control |
| REINHART, EDWARD, CHARLES | I | MANAGING MEMBER | D | Control |
| REINHART, EDWARD, CHARLES | I | MANAGING MEMBER | D | Control |
| REINHART, EDWARD, CHARLES | I | MANAGING MEMBER | D | Control |
| REINHART, EDWARD, CHARLES | I | MANAGING MEMBER | D | Control |
| REINHART, EDWARD, CHARLES | I | MANAGING MEMBER | D | Control |
| REINHART, EDWARD, CHARLES | I | MANAGING MEMBER | D | Control |
| REINHART, EDWARD, CHARLES | I | MANAGING MEMBER | D | Control |
| REINHART, EDWARD, CHARLES | I | MANAGING MEMBER | D | Control |
| REINHART, EDWARD, CHARLES | I | MANAGING MEMBER | D | Control |
| REINHART, EDWARD, CHARLES | I | MANAGING MEMBER | D | Control |
Registrations
Federal
IA
Sep 9, 2025 REGISTERED
Notice Filings (8)
AL AZ CA ID LA OR TX WA
Address
1104 NORTH 35TH AVENUEYAKIMA, WA 98902
United States
Phone: (509) 469-5030