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WEALTHNEST CAPITAL INC.
CRD 281725 · SEC 801-135958
1336 FOREST AVENUE, STATEN ISLAND, NY, 10302, United States
Phone
929-699-8020
Fax
718-273-7681
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$34.9M
Discretionary AUM
$34.2M
Team
2 total employees; 2 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 72 | $13.5M |
| High net worth individuals | 6 | $21.4M |
States served
NJ, NY, TX
Official SEC filing: View on IAPD