Wealthnest Capital Inc.

Wealthnest Capital Inc. (CRD# 281725) is a financial advisory firm headquartered in Staten Island, NY. They manage $24,273,082 in 121 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
1336 Forest Avenue, Staten Island, NY 10302
By the Numbers
  • Total Assets Under Management
    24
    MILLION
  • Total Number of Accounts
    121
    ACCOUNTS
  • Average Account Value
    $200,604
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based 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.

NJ, NY, TX

Financial Advisors at Wealthnest Capital Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Matthew Alimena, financial advisor Staten Island NY
Matthew Alimena
CRD#: 1256594
1336 Forest Avenue, Staten Island, NY 10302

Matthew Alimena (CRD# 1256594) is an Investment Advisor Representative working at Wealthnest Capital Inc. in Staten Island, NY and has over 39 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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