Northcape Wealth Management
Northcape Wealth Management is an SEC-registered wealth manager in Williamsville, NY with $706.1M assets under management (AUM, regulatory AUM), +15% over one year. See who owns Northcape Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 312350, SEC 801-120425, data through 2026-04-24.
- AUM (assets under management / regulatory AUM)
- $706.1M (2026-04-24)
- Firm type
- Wealth Manager
- Location
- Williamsville, NY
- Employees
- 6
- Clients
- 594
- CRD
- 312350
- Ownership
- MARKEY, PATRICK, MICHAEL; O'NEILL, ERIK, MO; KIMURA, KENJI, J
How much AUM does Northcape Wealth Management have?
Northcape Wealth Management reported $706.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-24).
Who owns Northcape Wealth Management?
Disclosed owners and executives of Northcape Wealth Management include MARKEY, PATRICK, MICHAEL, O'NEILL, ERIK, MO, KIMURA, KENJI, J. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.