WEALTHNEST CAPITAL INC.
SEC Form ADV profile.
Total regulatory AUM
$34,889,134
Discretionary
$34,193,063
Non-discretionary
$696,071
Firm details
- CRD number
- 281725
- SEC file number
- 801-135958
- Main office
- STATEN ISLAND, NY, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees
As of October 2026.