CAPITAL DESIGN PRIVATE WEALTH LLC

36 Maplewood Avenue
Portsmouth, New Hampshire 03801
Tel: 603-610-8290

About CAPITAL DESIGN PRIVATE WEALTH LLC

CAPITAL DESIGN PRIVATE WEALTH LLC, formally registered with the SEC as CAPITAL DESIGN PRIVATE WEALTH LLC. The firm was established in 01/06/2023. They have over 1 offices throughout the country.

CAPITAL DESIGN PRIVATE WEALTH LLC is a Portsmouth, New Hampshire based Financial Planning firm with nearly $86,380,386 assets under management, offering retirement planning & investment advisory services to 456 clients. The firm is staffed with 2 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300472
SEC#	801-127160
Assets Managed by Firm	$86,380,386
No. of Clients	456
No. of Advisors	2

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	456	$86,380,386
Individuals (other than high net worth individuals)	219	$50,299,134
High net worth individuals	35	$36,081,252

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GLOBAL FOREST PARTNERS LP 67 Etna Road, Suite 500 Lebanon, NH, 03766	$3,554,771,000	18	23
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