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PIECAPITAL
PIECAPITAL WEALTH MANAGEMENT LLC
CRD 328743
555 FAYETTEVILLE STREET SUITE #300, RALEIGH, NC, 27601, United States
Phone
(919) 901-5280
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$69.0M
Discretionary AUM
$69.0M
Team
2 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-20
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $1.5M |
| High net worth individuals | 20 | $67.5M |
All web addresses on file
Official SEC filing: View on IAPD