PPrivate Fund Data Log in Join · $37/mo

Alexander Capital Wealth Management LLC

● SEC registered since 2018CRD 157714SEC# 801-112997Red Bank, NJ
Export (members)
Reg. AUM
$212.1M
Employees
29
Accounts
999
Location
Red Bank, NJ

Alexander Capital Wealth Management LLC assets under management

Alexander Capital Wealth Management LLC operates as an SEC-registered investment adviser based in Red Bank, NJ. The firm has been registered since 2018. It reports $212.1 million in regulatory assets under management and employs 29 people.
www.alexandercapitalwealthmanagement.comView on SEC.gov ↗

Alexander Capital Wealth Management LLC owners & executives

4 reported
NameTitleOwnershipSince
Joseph Anthony Amato ControlManaging Member50-75%2013
Michele Ann Misiti ControlChief Compliance OfficerUnder 5%2021
Rocco Gerard Guidicipietro ControlManaging Member50-75%2013
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/mo

Frequently asked questions

How much does Alexander Capital Wealth Management LLC manage?

Alexander Capital Wealth Management LLC reports $212.1 million in regulatory assets under management on its Form ADV.

How many employees does Alexander Capital Wealth Management LLC have?

Alexander Capital Wealth Management LLC reports 29 employees.

Where is Alexander Capital Wealth Management LLC located?

Alexander Capital Wealth Management LLC is based in Red Bank, NJ and has been SEC-registered since 2018.

Does Alexander Capital Wealth Management LLC disclose fund performance?

Alexander Capital Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address10 Drs. James Parker Blvd, Suite 202, Red Bank, NJ 07701
Phone212-687-5650
Fax212-687-5649
Office hours9:00a.m.-5:00p.m.
SEC regionNew York Regional Office (NYRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$212.1M
Non-discretionary$0
Total (RAUM)$212.1M