| Name | Title | Ownership | Since |
|---|---|---|---|
| Erik Mo O'Neill Control | Founder, Managing Partner | Over 75% | 2021 |
| Patrick Michael Markey Control | Co-Founder, Chief Compliance Officer, Senior Financial Advisor | 10-25% | 2021 |
Northcape Wealth Management, LLC reports $614.5 million in regulatory assets under management on its Form ADV.
Northcape Wealth Management, LLC reports 6 employees.
Northcape Wealth Management, LLC is based in Williamsville, NY and has been SEC-registered since 2021.
Northcape Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 6565 Main Street, Williamsville, NY 14221 |
| Phone | (71) 632-6565 |
| Fax | (716) 632-6581 |
| Office hours | 9:00 a.m. To 5:00 p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $596.7M |
| Non-discretionary | $17.8M |
| Total (RAUM) | $614.5M |