Vitale & Caputo Wealth Management LLC
Firm details
- Headquarters
- Middleton, Massachusetts
- CRD number
- 289420
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Vitale & Caputo Wealth Management LLC is organized as a limited liability company and is owned by individuals. The firm provides financial planning and acts as a capital allocator through the selection of third‑party advisers rather than running a broad in‑house investment platform. Its billing methods include both a percentage‑of‑assets fee schedule and fixed fees. The firm is not identified as an active ESG investor, does not report multi‑state adviser status, and is not listed as a pension consultant or a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Louis Caputo
CCO, Managing MemberCRD 4022080
Richard Vitale
Senior SalesCRD 3178459
Michael Caputo
Owner, Managing Member and CCOCRD 5021176
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Middleton, MA
Essex
Location
Middleton, MA
Headquartered in Middleton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 35 Village Rd
- Time zone
- ET (UTC-5)
- Office locations
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