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BBB Accredited Business Profile

Capital Wealth Advisors

Capital Wealth Advisors

(801) 210-2800

Capital Wealth Advisors

10 years in business
2961 W Maple Loop Dr Ste 120
Lehi, UT 84043-5717
Additional Email Addresses
  • mstevens@capitalwealth.com
BBB File Opened: 01/14/2010
Business Started: 04/09/2007
Business Started Locally: 12/18/2008
Business Incorporated: 04/09/2007 in UT
Type of Entity
Corporation
Business Management
  • Mr. Michael J. Stevens, Owner
Business Category
  • No License Required Financial Consultants
  • Insurance Consultant
  • Retirement Planning Services
  • Estate Planning and Management

Service Area
We service the following area(s): Alabama, Alaska, American Samoa, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Guam, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Puerto Rico, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virgin Islands, Virginia, Washington, West Virginia, Wisconsin, Wyoming
Alternate Business Names
  • M-Star Holdings, Inc.
BBB accredited business

A+

Overview

- Assets Under Management (AUM)
- Portfolio Management
- Investment Portfolio Review
- Investment Strategies

- 401K Plans
- Traditional & Roth IRA
- 401K, 403B, 457 & Pension Plan Rollovers
- SEP & SIMPLE Plans
- Life & Disability Insurance
- Fixed Indexed Annuities
- Estate Preservation
- Business Buy/Sell Agreements

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BBB Reason for Ratings

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BBB reports on known significant government actions involving the business's marketplace conduct.
BBB reports on a company that is out of business for one year from the date the company closes its doors or ceases to do business.
BBB reports on unauthorized use of the Better Business Bureau's name and/or logo for as long as the business continues to use it in any advertising, or for one year after the business ceases any repeated unauthorized uses.
BBB reports on a business’s bankruptcy as long as the business remains in bankruptcy.
BBB reports when mail sent to the business was returned by the Postal Service.

Capital Wealth Advisors

Capital Wealth Advisors

BBB ACCREDITATION SINCE 06/09/2015

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