Capstone Private Wealth LLC
Capstone Private Wealth LLC collected $79,427 in commissions and fees from 2 employer health plans in plan year 2024 filings, ranking #4001 among 12,126 brokers named in the public record. Most of its named clients are in District of Columbia.
Largest clients
Employers whose filings reported the most compensation to this broker.
| Employer | Paid to broker | Participants |
|---|---|---|
| B3 Enterprises, LLC · Virginia | $52,038 | 141 |
| Aver, LLC · District of Columbia | $27,389 | 152 |
Source: DOL Form 5500 Schedule A Part I, plan year 2024, grouped by broker name as filed. Dataset built October 24, 2026.
Where its clients are
Employer plans naming this broker, by employer state.
How much does Capstone Private Wealth LLC earn from employer health plans?
In plan year 2024 filings, employers reported paying Capstone Private Wealth LLC $79,427: $56,033 in commissions and $23,394 in fees, across 4 insurance contracts at 2 employers. That ranks #4001 of 12,126 brokers in the public record.
What commission rate is paid on plans Capstone Private Wealth LLC brokers?
Not enough fully insured medical plans name Capstone Private Wealth LLC as the sole broker to compute a stable rate. The national median is 3.8% of premium.
Which employers use Capstone Private Wealth LLC?
The largest reported payers in 2024 were B3 Enterprises, LLC, Aver, LLC. District of Columbia is its biggest state by employer count (1 plans).
Amounts are what employers reported on their own filings. They do not include compensation from carriers that is not tied to a specific contract, and names are grouped exactly as filed, so related entities can appear separately. How this record is built.