Tricapital Wealth Management, Inc.
Tricapital Wealth Management, Inc. (CRD# 118788) is a financial advisory firm headquartered in Charlotte, NC. They manage $103,924,599 in 197 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management104MILLION
-
Total Number of Accounts197ACCOUNTS
-
Average Account Value$527,536
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NC, SC
Financial Advisors at Tricapital Wealth Management, Inc.
1
Cynthia L. Reninger
CRD#:
2717581
Three South Executive Park, 6115 Park South Drive, Suite 330,
Charlotte,
NC
28210
Cynthia Reninger (CRD# 2717581) is an Investment Advisor Representative working at Tricapital Wealth Management, Inc. in Charlotte, NC and has over 24 years of experience in the finance industry.
2
Randall E. White
CRD#:
2182519
Three South Executive Park, 6115 Park South Drive, Suite 330,
Charlotte,
NC
28210
Randall White (CRD# 2182519) is an Investment Advisor Representative working at Tricapital Wealth Management, Inc. in Charlotte, NC and has over 32 years of experience in the finance industry.
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