SEC Form ADV

TRICAPITAL WEALTH MANAGEMENT, INC.

Registered Investment AdviserNC
$132.7M
Assets Under Management
192
Total Clients
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Registration Details

Accession
CRD-118788
Location
CHARLOTTE, NC
Filing Date
March 3, 2026
AUM
$132.7M
Total Clients
192
Amendment
No

About this Adviser

TRICAPITAL WEALTH MANAGEMENT, INC. is a registered investment adviser headquartered in CHARLOTTE, NC, managing approximately $132.7M in assets across 192 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.