# Wealth Span Capital Management

Wealth Span Capital Management is an Asset Manager based in Miami, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Miami, United States
- **Region:** North America
- **Address:** Miami, FL, United States
- **Founded:** 2015
- **Assets under management:** Undisclosed
- **Website:** wealthspan.com
- **LinkedIn:** https://www.linkedin.com/company/wealth-span-capital-management

## Regulatory record

- **CRD number:** 283700
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283700

## About

Wealth Span Capital Management is a state-registered investment adviser with approximately $37 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a small team.

## Sectors

- Real Estate
- Private Credit
- Infrastructure

## People

- Marco Prieto — Founder & Chief Investment Officer

## Questions

### Who runs investment decisions at Wealth Span Capital Management?

Founder Marco Prieto serves as Chief Investment Officer and exercises authority over the firm's investment decisions. Prieto's background spans private wealth advisory and direct principal investing, which shaped Wealth Span's multi-asset-class approach rather than a single-strategy focus. The firm's SEC registration confirms Prieto as the key control person.

### How does Wealth Span source proprietary deal flow?

Wealth Span's origination model leans on Miami's role as a financial bridge: the firm cultivates direct developer and sponsor relationships in Southeastern US growth markets while maintaining a separate pipeline into Latin American family offices and project sponsors. This dual-jurisdiction footprint means deal flow often arrives through repeat counterparties who value the firm's ability to underwrite complexity across borders.

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

The firm operates primarily through direct investments and bespoke co-investment structures rather than as a fund-of-funds allocator. It serves as both a principal sponsor on real estate and infrastructure transactions and as a structured credit provider through bridge and mezzanine facilities, particularly where conventional senior lenders will not size to the full capital stack.

### What investment stages does Wealth Span typically target?

Wealth Span targets late-stage, income-producing or near-stabilized assets rather than greenfield development or early-stage venture. In real estate, this means existing multifamily and industrial properties undergoing renovation or lease-up. In credit, the firm focuses on transitional bridge loans rather than early-stage construction financing, and infrastructure investments target operating mid-market assets with contracted cash flows.

## Related profiles

- [Wealth Dimensions Group](https://altss.com/profile/wealth-dimensions-group-ltd)
- [WealthEQ](https://altss.com/profile/wealtheq)

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

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