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
Three South Executive Park, 6115 Park South Drive, Suite 330, Charlotte, NC 28210
http://www.tricapitaladviosr.com
By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    197
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

NC, SC

Financial Advisors at Tricapital Wealth Management, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Cynthia Reninger, financial advisor Charlotte NC
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 White, financial advisor Charlotte NC
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.

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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