WEALTHNEST CAPITAL INC. of STATEN ISLAND, NY is an SEC-registered investment adviser (CRD 281725). Regulatory assets under management: $34.9M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth.
| Name | Role | Location |
|---|---|---|
| Matthew Alimena | CHIEF EXECUTIVE OFFICER & CHIEF COMPLIANCE OFFICER | — |
| Amit Kumar Bose | MANAGING DIRECTOR/CHIEF INVESTMENT OFFICER | — |