STATEN ISLAND, NYCRD 281725Registration Status: ApprovedEffective since May 4, 2026Latest ADV March 24, 2026
Wealthnest Capital Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Staten Island, NY. Its latest Form ADV filing, dated March 24, 2026, reports $35M in regulatory assets under management, 2 employees, 1 office, and 131 accounts.
Assets Under Management
$35M
Employees
2
Offices
1 office
Total Clients
78
Primary office
STATEN ISLAND, NY
1336 FOREST AVENUE, STATEN ISLAND, NY, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked Aug 22, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 92.3% of total clients.
Top client categories% of clientsClients
1
Individuals
92.3%
72
2
HNWI
7.7%
6
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$35Mas of March 24, 2026
Discretionary98.0%
$34M
98% of total RAUM98.0%
Non-discretionary2.0%
$696K
2% of total RAUM2.0%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$35M
Total Accounts131
10Y AUM Change—
Rialytix.com
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee39:1
10Y Employee Change—
Rialytix.com
Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.