| Name | Title | Ownership | Since |
|---|---|---|---|
| Amit Kumar Bose Control | Managing Director/Chief Investment Officer | Over 75% | 2023 |
| Matthew Alimena Control | Chief Executive Officer & Chief Compliance Officer | 25-50% | 2015 |
Wealthnest Capital Inc. reports $34.9 million in regulatory assets under management on its Form ADV.
Wealthnest Capital Inc. reports 2 employees.
Wealthnest Capital Inc. is based in Staten Island, NY and has been SEC-registered since 2026.
Wealthnest Capital Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 1336 Forest Avenue, Staten Island, NY 10302 |
| Phone | 929-699-8020 |
| Fax | 718-273-7681 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
| Discretionary | $34.2M |
| Non-discretionary | $696K |
| Total (RAUM) | $34.9M |