CAPITAL DESIGN PRIVATE WEALTH LLC

CAPITAL DESIGN PRIVATE WEALTH LLC of PORTSMOUTH, NH is an SEC-registered investment adviser (CRD 300472). Regulatory assets under management: $96.0M.

Registration

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

Officers, owners & control persons (5)

NameRoleLocation
Andre Norman LaplanteFOUNDING PARTNER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER
Hilton J KellyFOUNDING PARTNER AND MANAGING MEMBER
KELLY PATRICK JFOUNDING PARTNER AND MANAGING MEMBER
LAPLANTE ANDRE NORMANFOUNDING PARTNER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER
DREW NICHOLAS ROBERTPARTNER, ADVISOR

More on this firm