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TriCapital Wealth Management

Also known as tricapital wealth

Wealth ManagerCharlotte, United StatesFounded 1999

Charlotte

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About TriCapital Wealth Management

TriCapital Wealth Management is a wealth manager based in Charlotte, US. Founded in 1999.

Verified Filings

Regulatory & Financial Data

Public regulatory records matched to TriCapital Wealth Management from SEC and IRS filings.

SEC Form ADV

Verified

Reported AUM: $132.7M
Total Clients: 192
Filing Date: March 3, 2026

Source: SEC IAPD / Form ADV Original filing Full filing details →

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Recent Filings

Public filings matched to TriCapital Wealth Management across SEC, IRS, DOL and international registers — newest first.

FORM ADV

TRICAPITAL WEALTH MANAGEMENT, INC.

Mar 3, 2026

$132.7M

Cross-referenced from the LPbacked Signal Feed.

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FAQ

Frequently asked questions

What type of investor is TriCapital Wealth Management?

TriCapital Wealth Management is a wealth manager based in Charlotte, United States.

Where is TriCapital Wealth Management headquartered?

TriCapital Wealth Management is headquartered in Charlotte, United States.

When was TriCapital Wealth Management founded?

TriCapital Wealth Management was founded in 1999.

How can I contact TriCapital Wealth Management?

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