Tricapital Wealth Management, Inc.
Tricapital Wealth Management, Inc. is an SEC-registered wealth manager in Charlotte, NC with $132.7M assets under management (AUM, regulatory AUM), +12% over one year. See who owns Tricapital Wealth Management, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 118788, SEC 801-123572, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $132.7M (2026-03-03)
- Firm type
- Wealth Manager
- Location
- Charlotte, NC
- Employees
- 3
- Clients
- 125
- CRD
- 118788
- Ownership
- WHITE, RANDALL, EUGENE
How much AUM does Tricapital Wealth Management, Inc. have?
Tricapital Wealth Management, Inc. reported $132.7M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Tricapital Wealth Management, Inc.?
Disclosed owners and executives of Tricapital Wealth Management, Inc. include WHITE, RANDALL, EUGENE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.