Frank Wilhelm Kapitza
Investment adviser representative at Brookstone Wealth Advisors, LLC
29 yearsExperience
1 stateRegistered in
$0Firm assets
19 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
29 years in the industry.
- Brookstone Wealth Advisors, LLCMar 2026 to now
- Brookstone Wealth Management LLCFeb 2026 to now
- Frank Kapitza & Associates LLCMay 1997 to now
- Frank W KapitzaMay 1997 to now
- Ae Wealth Management, LLCDec 2025 to Feb 2026
- Paramount FinancialSep 2024 to Sep 2025
- World Advisory ServicesAug 2006 to Aug 2024
- World Investments, Inc.Jul 2006 to Aug 2024
Exams passed
- Series 65 · Uniform Investment Adviser Law1998
- Series 63 · Uniform Securities Agent State Law2008
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Brookstone Wealth Advisors, LLC
$0Assets managed
0Clients
222Advisers
19 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 3092785
- Firm CRD
- 137658