Capstone Wealth Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

1,088

Total plan assets

$9.1M

Filings (rows)

Direct comp

$39K

Indirect comp

Showing only "CAPSTONE WEALTH ADVISORS"

View all 3 variants aggregated →

CAPSTONE WEALTH ADVISORS4 CAPSTONE WEALTH MANAGEMENT GROUP L3 CAPSTONE WEALTH MANAGEMENT3

SERVICES PROVIDED

Advisor / Consultant2

Investment manager2

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Power Mobile Life LLC Power Mobile Life LLC 401(k) Profit Sharing Plan and Trust · all filings	BELLEVUE, WA	Investment manager	213	$4.7M	$17K	$0
Power Mobile Life LLC Power Mobile Life LLC 401(k) Profit Sharing Plan & Trust · all filings	BELLEVUE, WA	Investment manager	169	$2.0M	$8K	$0
Fedelta Home Care LLC Fedelta Home Care LLC 401(k) Profit Sharing Plan & Trust · all filings	SEATTLE, WA	Advisor / Consultant	442	$1.4M	$9K	$0
Fedelta Home Care LLC Fedelta Home Care LLC 401(k) Profit Sharing Plan & Trust · all filings	SEATTLE, WA	Advisor / Consultant	264	$1.1M	$6K	$0