Edward Charles Reinhart

Employer firm

Capital Advisors Wealth Management CRD 309387

$1.11B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2009 → 07/2020
  Wells Fargo Advisors Financial Network Llc
  Yakima, WA
• 08/2020 → Present
  Capital Advisors Wealth Management, Llc
  Yakima, WA

Previous Registrations

• 2003-10-08 → 2020-08-04
  Wells Fargo Advisors Financial Network, Llc
  Yakima, WA
  Yakima, WA
• 1998-12-22 → 2003-09-04
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Yakima, WA

Other Businesses

REINHART ENTERPRISES LLC, INV. RELATED; YAKIMA, WA 98901, CO-OWNER OF LLC, WILL BUILD AND DEVELOP COMMERCIAL BUILDING, PASSIVE INVESTOR, NO TIME INVOLVED, START 1/03. CO-TRUSTEE ON CAPITAL ADVISORS WEALTH MANAGEMENT RETIREMENT SAVING PLAN 401K FOR MULTIPLE EMPLOYEES INCLUDING SELF; INVESTMENT RELATED; YAKIMA, WA; START DATE 1/1/08; 1 HR/MO; 0 DURING TRADING. SUMMIT CAPITAL ADVISORS II, INV RELATED, YAKIMA, WA, START 6/18/2018, 1 HOUR PER MONTH, ZERO DURING TRADING, FINET PRACTICE. REINHART CAPITAL MANAGEMENT LLC, INV RELATED, YAKIMA, WA, 100% OWNERSHIP, START 5/25/2018, 1 HOUR PER MONTH, ZERO DURING TRADING, FINET PRACTICE MANAGER. KAZA,LLC; NOT INVESTMENT RELATED; YAKIMA,WA; 50% OWNERSHIP; START DATE 03/07/2019; NUMBER OF HOURS PER MONTH 3; NUMBER OF HOURS DURING TRADING 0; LANDLORD. RENTAL PROPERTY; INVESTMENT RELATED; YAKIMA,WA; 50% OWNERSHIP; START DATE 03/07/2019; NUMBER OF HOURS PER MONTH 3; NUMBER OF HOURS DURING TRADING 0; LANDLORD. RENTAL PROPERTY; INVESTMENT RELATED; YAKIMA,WA; 100% OWNERSHIP; START DATE 04/01/2019; NUMBER OF HOURS PER MONTH 1-2; NUMBER OF HOURS DURING TRADING 0; OWNER. CAPITAL ADVISORS WEALTH MANAGEMENT, LLC, INVT RELATED, YAKIMA, WA, 100% OWNERSHIP, START DATE 7/26/2020, 10 HRS PER MONTH, 10 HRS DURING TRADING, RIA ESTABLISHMENT.

Exams

• S66 Uniform Combined State Law Examination
  1998-12-05
• S65 Uniform Investment Adviser Law Examination
  1996-03-13

Other Names

• Edward Reinhart