Capital Design Private Wealth LLC

Capital Design Private Wealth LLC (CRD# 300472) is a financial advisory firm headquartered in Portsmouth, NH. They manage $131,800,000 in 547 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
36 Maplewood Avenue, Portsmouth, NH 03801
http://www.capitaldesignpw.com
By the Numbers
  • Total Assets Under Management
    132
    MILLION
  • Total Number of Accounts
    547
    ACCOUNTS
  • Average Account Value
    $240,951
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, MA, ME, NH, TX

Financial Advisors at Capital Design Private Wealth LLC
Showing 1 - 3 of 3 top financial advisors.
1
Nicholas Drew, financial advisor Portsmouth NH
Nicholas R. Drew
CRD#: 5672296
36 Maplewood Avenue, Portsmouth, NH 03801

Nicholas Drew (CRD# 5672296) is an Investment Advisor Representative working at Capital Design Private Wealth LLC in Portsmouth, NH and has over 14 years of experience in the finance industry.

2
Hilton Kelly, financial advisor Portsmouth NH
Hilton J. Kelly
CRD#: 4303042
36 Maplewood Avenue, Portsmouth, NH 03801

Hilton Kelly (CRD# 4303042) is an Investment Advisor Representative working at Capital Design Private Wealth LLC in Portsmouth, NH and has over 23 years of experience in the finance industry.

3
Andre Laplante, financial advisor Portsmouth NH
Andre N. Laplante
CRD#: 5781133
36 Maplewood Avenue, Portsmouth, NH 03801

Andre Laplante (CRD# 5781133) is an Investment Advisor Representative working at Capital Design Private Wealth LLC in Portsmouth, NH and has over 13 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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