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Capital West Partners, LLC

Headquartered in TUCSON, AZ

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Firm Information

Capital West Partners, LLC is a registered investment advisor based in Tucson, AZ. They provide financial planning and portfolio management for individuals and high-net-worth individuals. The firm manages approximately $275 million in assets for 166 clients.

Capital West Partners, LLC

6842 E. TANQUE VERDE ROAD

TUCSON, AZ 85715

$275.25M

Assets Under Management

166

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

CAPITAL WEST PARTNERS, LLC has a total of 1 branch locations across the country.
location

TUCSON, AZ

Advisors at Capital West Partners, LLC

View All 2 Advisors
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Jason C Crane

CFA®, RA

TUCSON, AZ

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Jason John Ruther

RA

TUCSON, AZ

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Disclosures

There are no public disclosures for Capital West Partners, LLC.

Frequently Asked Questions (8)

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