WEALTHNEST CAPITAL INC.
  • WEALTHNEST CAPITAL INC.
  • MATTHEW CAPITAL MANAGEMENT, INC.

Adviser Profile

As of Date 03/24/2026
Registration SEC, Approved, 05/04/2026
Other registrations (3)
Former registrations

WEALTHNEST CAPITAL INC.

ADV Location STATEN ISLAND, NY, United States
Contact Info 929 xxxxxxx
AUM* 34,889,134
of that, discretionary 34,193,063
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 266,329
% High Net Worth 7.69%
SMA’s No
Private Funds 0

Adviser Type

- Mid-sized advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

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

Compensation Arrangments

- A percentage of assets under your management
- Fixed fees (other than subscription fees)

Reported AUM

34M 29M 24M 20M 15M 10M 5M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees