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Tricapital Wealth Management, Inc.

● SEC registered since 2022CRD 118788SEC# 801-123572Charlotte, NC
Export (members)
Reg. AUM
$118.7M
Employees
4
Accounts
178
Location
Charlotte, NC

Tricapital Wealth Management, Inc. assets under management

Tricapital Wealth Management, Inc. is an SEC-registered investment adviser based in Charlotte, NC. The firm has been registered since 2022. It reports $118.7 million in regulatory assets under management and employs 4 people.
www.tricapitaladvisors.comView on SEC.gov ↗

Tricapital Wealth Management, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Randall Eugene White ControlPresident/Chief Compliance OfficerOver 75%1999

Frequently asked questions

How much does Tricapital Wealth Management, Inc. manage?

Tricapital Wealth Management, Inc. reports $118.7 million in regulatory assets under management on its Form ADV.

How many employees does Tricapital Wealth Management, Inc. have?

Tricapital Wealth Management, Inc. reports 4 employees.

Where is Tricapital Wealth Management, Inc. located?

Tricapital Wealth Management, Inc. is based in Charlotte, NC and has been SEC-registered since 2022.

Does Tricapital Wealth Management, Inc. disclose fund performance?

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

Contact & registration

AddressThree South Executive Park, 6115 Park South Drive, Suite 330, Charlotte, NC 28210
Phone704-571-8778
Fax704-571-8779
Office hours8:30a.m. - 5p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$113.8M
Non-discretionary$5M
Total (RAUM)$118.7M