# NorthCape Wealth Management

NorthCape Wealth Management is a Bank / Wealth / Trust based in Williamsville, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Williamsville, United States
- **Region:** North America
- **Address:** Williamsville, NY, United States
- **Founded:** 2021
- **Assets under management:** 549 (Altss estimate)
- **Website:** northcapewm.com
- **LinkedIn:** https://www.linkedin.com/company/northcape-wealth-management

## Regulatory record

- **CRD number:** 312350
- **SEC file number:** 801-120425
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-04-24T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/312350

## About

NorthCape Wealth Management was established in 2021. It operates as a Williamsville, New York registered investment advisor. The firm delivers investment advisory services that include financial planning and portfolio management. It serves individuals, high-net-worth individuals, trusts, and business entities. No specific asset-class allocations or named holdings appear in available records. The firm lists $549 million in assets under management. No additional offices, team size, or dated operational events from the last 24 months are recorded.

## Questions

### Who runs investment decisions at NorthCape Wealth Management?

No named principals or CIO appear in public records.

### Does NorthCape Wealth Management participate in fund commitments or only direct deals?

Available information shows only advisory and portfolio management services with no disclosed fund commitments or direct deals.

## Related profiles

- [Benchmark Financial Wealth Advisors](https://altss.com/profile/benchmark-financial-wealth-advisors-bfwa)
- [Atlas Private Wealth Advisors](https://altss.com/profile/atlas-private-wealth-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/northcape-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology