Cappello Wealth Management, LLC

Cappello Wealth Management, LLC (CRD# 155000) is a financial advisory firm headquartered in , . They manage $14,400,000 in 25 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    14
    MILLION
  • Total Number of Accounts
    25
    ACCOUNTS
  • Average Account Value
    $576,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, PA

Financial Advisors at Cappello Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Nicholas J. Cappello
CRD#: 733229
Naples, FL
83
Wealthminder
score

Nicholas Cappello (CRD# 733229) is an Investment Advisor Representative working at Cappello Wealth Management, LLC in Naples, FL and has over 35 years of experience in the finance industry.

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