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RIA · CRD 281725SEC-Registered

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WEALTHNEST CAPITAL INC.

WealthNest Capital Inc. is an SEC-registered investment adviser in Staten Island, NY, registered since 2026. The firm manages $35 million in assets, $34...

Overview

WealthNest Capital Inc. is an SEC-registered investment adviser in Staten Island, NY, registered since 2026. The firm manages $35 million in assets, $34 million on a discretionary basis. It has 2 employees and 2 investment advisers.

General information

Firm type

RIA

Frequently asked questions

Who runs investment decisions at Wealthnest Capital?

No investment decision-makers are publicly identified. The firm has not disclosed a CIO, CEO, or managing principal through any known regulatory filing, press release, or professional networking platform.

Does Wealthnest Capital participate in fund commitments, direct deals, or co-investments?

The firm's investment execution model is not publicly known. Without disclosed transactions, fund commitments, or co-investor relationships, its posture on direct versus intermediated deployment cannot be determined.

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