WEALTHNEST CAPITAL INC.
Firm details
- Headquarters
- STATEN ISLAND, New York
- CRD number
- 281725
- Registered since
- May 4, 2026
- Custodians
- TRADE-PMR INC., INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI61.4%
- Individuals38.6%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Wealthnest Capital Inc. is an independent, individual-owned registered investment adviser that serves primarily individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses, charging either a percentage of assets under management or fixed fees. Wealthnest is not structured as a multi-state adviser or a capital allocator, and it does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds35%
- Exchange Traded Equities31%
- Cash & Cash Equivalents20%
- US Government Bonds9%
- State & Local Bonds3%
Contacts
2 of 2MATTHEW ALIMENA
Investment Adviser RepresentativeCRD 1256594
Amit Bose
Managing DirectorCRD 2476890
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
STATEN ISLAND, NY
RICHMOND
Location
STATEN ISLAND, NY
Headquartered in STATEN ISLAND, NY, anchoring the New York-Newark, NY-NJ-CT-PA metro in the Northeast.
- Metro area
- New York-Newark, NY-NJ-CT-PA
- Region
- Northeast
- County
- RICHMOND
- Address
- 1336 Forest Ave
- Time zone
- ET (UTC-5)
- Office locations
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