Insights

Growth Through Investment Capital Advisors Wealth Management LLC has demonstrated active investment behavior, including recent acquisitions of stakes in ETFs such as iShares Core MSCI EAFE and Vanguard Mid-Cap ETF, indicating a strategic focus on diversified asset allocation that could benefit from enhanced portfolio management solutions.

Market Engagement With reported revenue between 1 million and 10 million and recent asset investments, the firm presents an opportunity for financial technology solutions that support asset tracking, client reporting, and compliance to streamline their investment activities.

Expanding Asset Management The company's recent focus on ETF investments suggests a growing interest in passive investment strategies, opening potential for sales of ETF analytics tools, investment research platforms, or integrated portfolio analysis software.

Digital Infrastructure Needs Utilizing a tech stack that includes Cloudflare, jQuery, and various APIs indicates a reliance on online infrastructure, which offers opportunities to sell cybersecurity solutions, website optimization services, or client engagement technologies.

Competitiveness and Growth As a smaller firm positioned alongside large industry players with revenues and workforce sizes markedly higher, it presents an opportunity to provide scalable, cost-effective financial technology and operational support that helps improve efficiency and growth potential.

Capital Advisors Wealth Management LLC Tech Stack

Capital Advisors Wealth Management LLC uses 8 technology products and services including Cloudflare CDN, RSS, Cloudflare, and more. Explore Capital Advisors Wealth Management LLC's tech stack below.

  • Cloudflare CDN
    Content Delivery Network
  • RSS
    Content Management System
  • Cloudflare
    Content Management System
  • MySQL
    Database
  • Cloudflare DNS
    Domain Name Services
  • Google Fonts API
    Font Scripts
  • jQuery Migrate
    Javascript Libraries
  • Cloudflare Bot Management
    Security

Capital Advisors Wealth Management LLC's Email Address Formats

Capital Advisors Wealth Management LLC uses at least 1 format(s):
Capital Advisors Wealth Management LLC Email FormatsExamplePercentage
First@capitaladvisorswm.comJohn@capitaladvisorswm.com
78%
Middle@capitaladvisorswm.comMichael@capitaladvisorswm.com
11%
F.Last@capitaladvisorswm.comJ.Doe@capitaladvisorswm.com
11%

Frequently Asked Questions

Where is Capital Advisors Wealth Management LLC's headquarters located?

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Capital Advisors Wealth Management LLC's main headquarters is located at 1104 North 35th Avenue Yakima, Washington 98902 United States. The company has employees across 2 continents, including North AmericaEurope.

What is Capital Advisors Wealth Management LLC's official website and social media links?

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Capital Advisors Wealth Management LLC's official website is capitaladvisorswm.com and has social profiles on LinkedIn.

What is Capital Advisors Wealth Management LLC's NAICS code?

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Capital Advisors Wealth Management LLC's NAICS code is 52 - Finance and Insurance.

How many employees does Capital Advisors Wealth Management LLC have currently?

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As of May 2026, Capital Advisors Wealth Management LLC has approximately 9 employees across 2 continents, including North AmericaEurope. Key team members include Financial Advisor/Investment Committe: E. R.. Explore Capital Advisors Wealth Management LLC's employee directory with LeadIQ.

What industry does Capital Advisors Wealth Management LLC belong to?

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Capital Advisors Wealth Management LLC operates in the Financial Services industry.

What technology does Capital Advisors Wealth Management LLC use?

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Capital Advisors Wealth Management LLC's tech stack includes Cloudflare CDNRSSCloudflareMySQLCloudflare DNSGoogle Fonts APIjQuery MigrateCloudflare Bot Management.

What is Capital Advisors Wealth Management LLC's email format?

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Capital Advisors Wealth Management LLC's email format typically follows the pattern of First@capitaladvisorswm.com. Find more Capital Advisors Wealth Management LLC email formats with LeadIQ.

When was Capital Advisors Wealth Management LLC founded?

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Capital Advisors Wealth Management LLC was founded in 2003.

Capital Advisors Wealth Management LLC

Financial ServicesWashington, United States2-10 Employees

Capital Advisors Wealth Management, LLC is a Registered Investment Adviser. This platform is solely for informational purposes. Advisory services are only offered to clients or prospective clients where Capital Advisors Wealth Management, LLC and its representatives are properly licensed or exempt from licensure. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by Capital Advisors Wealth Management, LLC unless a client service agreement is in place.

Capital Advisors Wealth Management, LLC provides links for your convenience to websites produced by other providers or industry related material. Accessing websites through links directs you away from our website. Capital Advisors Wealth Management, LLC is not responsible for errors or omissions in the material on third party websites, and does not necessarily approve of or endorse the information provided. Users who gain access to third party websites may be subject to the copyright and other restrictions on use imposed by those providers and assume responsibility and risk from use of those websites.

Section iconCompany Overview

Headquarters
1104 North 35th Avenue Yakima, Washington 98902 United States
NAICS Code
52 - Finance and Insurance
Founded
2003
Employees
2-10

Section iconFunding & Financials

  • $10M$25M

    Capital Advisors Wealth Management LLC's revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Capital Advisors Wealth Management LLC's revenue is estimated to be in the range of $10M$25M

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