Wealthnest Capital Inc.
● SEC registered since 2026CRD 281725SEC# 801-135958Staten Island, NY
Reg. AUM
$34.9M
Employees
2
Accounts
131
Location
Staten Island, NY
Wealthnest Capital Inc. assets under management
Wealthnest Capital Inc. is an investment advisory firm registered with the SEC based in Staten Island, NY. The firm has been registered since 2026. It reports $34.9 million in regulatory assets under management and employs 2 people.
Wealthnest Capital Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Amit Kumar Bose Control | Managing Director/Chief Investment Officer | Over 75% | 2023 |
| Matthew Alimena Control | Chief Executive Officer & Chief Compliance Officer | 25-50% | 2015 |
Frequently asked questions
How much does Wealthnest Capital Inc. manage?
Wealthnest Capital Inc. reports $34.9 million in regulatory assets under management on its Form ADV.
How many employees does Wealthnest Capital Inc. have?
Wealthnest Capital Inc. reports 2 employees.
Where is Wealthnest Capital Inc. located?
Wealthnest Capital Inc. is based in Staten Island, NY and has been SEC-registered since 2026.
Does Wealthnest Capital Inc. disclose fund performance?
Wealthnest Capital Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1336 Forest Avenue, Staten Island, NY 10302 |
| Phone | 929-699-8020 |
| Fax | 718-273-7681 |
| Office hours | 8:30a.m.-5:00p.m. |
| SEC region | New York Regional Office (NYRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$34.9MNo change
Mar '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 97%
Larger than 3% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$34.9Mregulatory AUM
Discretionary $34.2MNon-discretionary $696K