LP Profile

Capstone Wealth Management Group

Also known as capstone wealth

Wealth ManagerDunmore, United StatesFounded 2016
$266M
Assets Under Management
Dunmore
Headquarters
Investment Focus

About Capstone Wealth Management Group

Financial Planner in Pennsylvania: Capstone Wealth Managment Group, LLC is a Registered Investment Advisory firm located near Scranton, Pennsylvania.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to Capstone Wealth Management Group from SEC and IRS filings.

SEC Form ADV

Verified
Filing Date
May 12, 2026
Source: SEC IAPD / Form ADV Original filingFull filing details →
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FAQ

Frequently asked questions

What type of investor is Capstone Wealth Management Group?

Capstone Wealth Management Group is a wealth manager based in Dunmore, United States, managing approximately $266M in assets.

Where is Capstone Wealth Management Group headquartered?

Capstone Wealth Management Group is headquartered in Dunmore, United States.

How much does Capstone Wealth Management Group manage?

Capstone Wealth Management Group manages approximately $266M in assets under management.

When was Capstone Wealth Management Group founded?

Capstone Wealth Management Group was founded in 2016.

How can I contact Capstone Wealth Management Group?

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