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- Custodian
- Interactive Brokers
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 03-25-2021
- Office Locations
- 1
Office Locations
About Weston Capital Insights
Weston Capital Insights is an independent South Florida investment firm providing portfolio management and financial planning. The team builds diversified global portfolios with an emphasis on innovative, high-growth companies, aligning strategies to clients’ goals and needs. For operations, clients can access accounts through a TradingFront client portal, with Form ADV and privacy policy available online.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Vehicles
Services
Owner & Executives
Daniel Signorelli Heise
Chief Investment Officer
- CRD
- #7288210
- Ownership
- 50% but less than 75%
RONALDO VERAS CALDEIRA BASTOS
Chief Compliance Officer, Chief Operating Officer
- CRD
- #7288368
- Ownership
- 25% but less than 50%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,139,614 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,139,614 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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