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Building 2TRICAPITAL WEALTH MANAGEMENT, INC.

Map pinCHARLOTTE, NC
Phone704-571-8778
NotebookSEC #801-123572
Total AUM
$132.7M
Employees
3
Clients
126

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
THREE SOUTH EXECUTIVE PARK
6115 PARK SOUTH DRIVE, SUITE 330
CHARLOTTE
NC 28210
United States
Operating Hours
8:30AM - 5PM
Monday - Friday
Phone
704-571-8778

ReceiptFinancials

Total AUM
$132.7M
Accounts
192
Discretionary
$127.2M
Accounts
191
Non-Discretionary
$5.5M
Accounts
1

ContactClients

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Individual Clients
75
AUM
$34.9M
HNW Individual Clients
50
AUM
$92.3M
Corporation or Business Clients
1
AUM
$5.6M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
NCSC

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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