W
$34.9M Total AUM
$34.2M Disc. AUM
-- 3Y CAGR
2 Employees
78 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Interactive Brokers · Trade-PMR · Wells Fargo
- Clients
- Retail
- Platforms
- --
- Established Date
- 12-01-2015
- Office Locations
- 1
Office Locations
1336 Forest Avenue Staten Island NY
About Wealthnest Capital Inc.
Wealthnest Capital Inc. is a Staten Island-based RIA. The firm has been operating for 10 years. Managing $34.9M in total assets under management, with 2 advisory representatives. They custody assets with Interactive Brokers and Trade-PMR.
Team overview
54 AVG AGE
$17.4M AVG AUM / ADVISOR
$447.3K AVG AUM / CLIENT
7 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
A
Amit Kumar Bose
Chief Investment Officer, Managing Director
- CRD
- #2476890
- Ownership
- 75% or more
Available
Available
Available
M
MATTHEW ALIMENA
Advisor, Chief Compliance Officer, Chief Executive Officer
- CRD
- #1256594
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $34,193,063 | $280,271 |
| Non-Discretionary | $696,071 | $77,341 |
| Total | $34,889,134 | $266,329 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available Municipal Bonds:
Available Corporate - Investment Grade:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Municipal Bonds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Total | Available | Available |
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