LeadIQ logo
Learn more at LeadIQ.com
Capstone Wealth Advisors, LLC logo

Capstone Wealth Advisors, LLC Employee Directory

Financial ServicesOregon, United States2-10 Employees

Capstone Wealth Advisors, LLC has about 5 employees, all of them in North America. Capstone Wealth Advisors, LLC's workforce fell 56% between January 2026 and November 2026.

Find Capstone Wealth Advisors, LLC employees' phone numbers or email addresses

Capstone Wealth Advisors, LLC Global Highlights

Location
Employees

North America
19

Minus sign iconPlus sign icon
  • United States Of America
    19

Capstone Wealth Advisors, LLC's Leadership

  • President at Capstone Wealth Advisors, LLC
    S. H.
    President
    Mobile Phone
  • Controller at Capstone Wealth Advisors, LLC
    A. G.
    Controller
    Mobile Phone
  • Client Associate at Capstone Wealth Advisors, LLC
    J. M.
    Client Associate
    Mobile Phone
  • Client Associate at Capstone Wealth Advisors, LLC
    K. M.
    Client Associate
    Mobile Phone
  • Client Associate at Capstone Wealth Advisors, LLC
    M. O.
    Client Associate
    Mobile Phone

Capstone Wealth Advisors, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other

Contact profiles from Capstone Wealth Advisors, LLC

Name
Title
Contact
Location
Last Update
  • President at Capstone Wealth Advisors, LLC
    S. H.
    President
    Mobile Phone
    Oct 17, 2024
  • Controller at Capstone Wealth Advisors, LLC
    A. G.
    Controller
    Mobile Phone
    Oct 17, 2024
  • Client Associate at Capstone Wealth Advisors, LLC
    J. M.
    Client Associate
    Mobile Phone
    Oct 17, 2024
  • Client Associate at Capstone Wealth Advisors, LLC
    K. M.
    Client Associate
    Mobile Phone
    Oct 22, 2024
  • Client Associate at Capstone Wealth Advisors, LLC
    M. O.
    Client Associate
    Mobile Phone
    Oct 23, 2024

Frequently Asked Questions

How has Capstone Wealth Advisors, LLC's workforce changed over the past year?

Minus sign iconPlus sign iconCapstone Wealth Advisors, LLC's workforce fell 56% between January 2026 and November 2026. Banking's share of profiles with a known department rose from 88% to 100%.

How many employees does Capstone Wealth Advisors, LLC have currently?

Minus sign iconPlus sign iconCapstone Wealth Advisors, LLC has approximately 5 employees as of November 2026. These team members are located across 1 continents, including North America.

Who are Capstone Wealth Advisors, LLC's key employees and leadership?

Minus sign iconPlus sign icon

As of November 2026, Capstone Wealth Advisors, LLC's key employees include:

  • President: S. H.
  • Controller: A. G.
  • Client Associate: J. M.
  • Client Associate: K. M.
  • Client Associate: M. O.

Looking for contact data? Unlock accurate emails and phone numbers for your ideal prospects with LeadIQ.

What is Capstone Wealth Advisors, LLC's most common email format?

Minus sign iconPlus sign iconCapstone Wealth Advisors, LLC employees' email format typically follows the pattern of First@capstonewealthadvisors.com. Trying to find reliable and up-to-date employee contact data? Find more Capstone Wealth Advisors, LLC email formats with LeadIQ.

What is Capstone Wealth Advisors, LLC known for?

Minus sign iconPlus sign iconCapstone Wealth Advisors, LLC was founded in 2012 and operates in the Financial Services industry. You can contact Capstone Wealth Advisors, LLC's main corporate office by phone at
+1-503-967-****
. Explore Capstone Wealth Advisors, LLC's company overview page for more information.

Everything for prospecting,
in one platform.

What you can expect from LeadIQ:

  • B2B data verified in real-time
  • Sync data to your CRM, & add it to an outreach sequence in one click
  • Integrations with your tech stack for optimal efficiency
  • A patented AI cold email generator
  • Account & contact-level job change tracking

Ready to create more pipeline?

Get a demo and discover why thousands of SDR and Sales teams trust
LeadIQ to help them build pipeline confidently.

© LeadIQ, Inc. All rights reserved.