Capital Design Private Wealth LLC
Capital Design Private Wealth LLC is an SEC-registered mass-market adviser in Portsmouth, NH with $96.0M assets under management (AUM, regulatory AUM), +11% over one year. See who owns Capital Design Private Wealth LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 300472, SEC 801-127160, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $96.0M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Portsmouth, NH
- Employees
- 2
- Clients
- 264
- CRD
- 300472
- Ownership
- LAPLANTE, ANDRE, NORMAN; KELLY, HILTON, J; DREW, NICHOLAS, ROBERT
How much AUM does Capital Design Private Wealth LLC have?
Capital Design Private Wealth LLC reported $96.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Capital Design Private Wealth LLC?
Disclosed owners and executives of Capital Design Private Wealth LLC include LAPLANTE, ANDRE, NORMAN, KELLY, HILTON, J, DREW, NICHOLAS, ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.