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TRICAPITAL WEALTH MANAGEMENT, INC.

Tel: 704-571-8778
Three South Executive Park
6115 Park South Drive, Suite 330
Charlotte, North Carolina  28210

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TRICAPITAL WEALTH MANAGEMENT, INC.

TRICAPITAL WEALTH MANAGEMENT, INC. is a Charlotte, North Carolina based financial advisory firm with nearly $101,274,994 in assets under management and provides investment advisory services for 183 clients. There are currently 3 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial Planning, Portfolio Management for Individuals, Portfolio Management for Business, Pension Consulting Services

Fee Structure:

A percentage of AUM, Hourly charges, Commision Based

Firm CRD#:

118788

SEC#:

801-123572

No. of Clients:

183

Assets under Management

$101,274,994

No. of Advisors:

3

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