TRICAPITAL WEALTH MANAGEMENT, INC.

Three South Executive Park
6115 Park South Drive, Suite 330
Charlotte, North Carolina 28210
Tel: 704-571-8778

About TRICAPITAL WEALTH MANAGEMENT, INC.

TRICAPITAL WEALTH MANAGEMENT, INC, formally registered with the SEC as TRICAPITAL WEALTH MANAGEMENT, INC. The firm was established in 03/31/2022. They have over 1 offices throughout the country.

TRICAPITAL WEALTH MANAGEMENT, INC. is a Charlotte, North Carolina based Financial Planning firm with nearly $103,924,599 assets under management, offering retirement planning & investment advisory services to 197 clients. The firm is staffed with 3 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	118788
SEC#	801-123572
Assets Managed by Firm	$103,924,599
No. of Clients	197
No. of Advisors	3

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

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

Firm Client Information

	No. of Clients	AUM
Firm Total	197	$103,924,599
Individuals (other than high net worth individuals)	68	$41,335,686
High net worth individuals	19	$62,588,913

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