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CAPITAL DESIGN PRIVATE WEALTH LLC

CRD 300472 · SEC 801-127160

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36 MAPLEWOOD AVENUE, PORTSMOUTH, NH, 03801, United States

Phone

603-610-8290

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$96.0M

Discretionary AUM

$96.0M

Team

2 total employees; 2 advisory reps; 25 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals219$50.0M
High net worth individuals45$46.0M

States served

LA, ME, MA, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD