Capital Partners Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Capital Partners Wealth Management is an independent advisory firm that serves individual and high‑net‑worth clients, reporting roughly $53.1 million in discretionary assets under management across about 204 client relationships. The firm provides comprehensive financial planning, investment consultation, and ongoing portfolio management, and also offers complimentary educational workshops on personal finance and investing.
The firm combines fundamental and technical analysis to construct customized portfolios using ETFs, equities, fixed income and REITs, and offers both passive and active management approaches on a discretionary or nondiscretionary basis; clients may impose reasonable account constraints. Notably, the firm employs structured investment products—primarily structured notes—as a core element of its strategies, in addition to conventional asset classes.
Distinctive aspects disclosed in the brochure include an affiliated insurance agency under common control and a principal who is a licensed insurance agent appointed with multiple carriers, with commission and renewal compensation when insurance or annuity products are purchased. The firm also discloses a January 2026 consent order from the Washington Department of Financial Institutions addressing balance sheet and recordkeeping deficiencies, with agreed fines and investigative costs.
Client services
Expertise
Fee options
Financial planning flat fee of $2,500 per engagement.
$0 - $500,000: 1.35% $500,001 - $1,000,000: 1.20% $1,000,000 - $3,000,000: 0.95% $3,000,000+: 0.70%
Hourly fee of $500 per hour, billed in 15-minute increments for financial planning services.
Minimum fee: Financial planning flat fee of $2,500 or hourly fee of $500 per hour, billed in 15-minute increments. Fee-only: Financial planning flat fee of $2,500 or hourly fee of $500 per hour.
Main office
605 E Sunset Way
Issaquah WA 98027
Advisors at this office
1
Most active in
Texas · Washington
Also doing business as
Capital Partners Wealth Management · Presidio Financial · Presidio Financial Group · Presidio Financial Group LLC · Presidio Financial Group, Inc · Presidio Financial Group, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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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.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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