# Vitale & Caputo Wealth Management

Vitale & Caputo Wealth Management is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 289420
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/289420

## About

VITALE & CAPUTO WEALTH MANAGEMENT LLC is a state-registered investment adviser in MIDDLETON, MA. It has 1 employee and 1 investment adviser. The firm is based in Middleton.

## Questions

### Is Vitale & Caputo Wealth Management a fiduciary?

Yes, as an RIA, the firm is legally required to act as a fiduciary, putting client interests ahead of its own, under the Investment Advisers Act of 1940 or state equivalents.

### What investment strategies does Vitale & Caputo Wealth Management use?

Specific strategies are not publicly documented. Typical RIA services include diversified portfolios spanning equities, bonds, and alternatives, but no allocation details are available.

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- [Basile Financial Group, Inc.](https://altss.com/profile/basile-financial-group-inc)
- [Whalen Financial Planning](https://altss.com/profile/whalen-financial-planning)

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Last updated: 2026-07-06T01:24:28.338Z

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