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Wealthnest Capital Inc.

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Client assets under management

$34,889,134

Clients

78

8% high-net worth

Advisors

2

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

39

Low

Average account size

$447,297

About

WealthNest Capital Inc. provides discretionary and non‑discretionary portfolio management and optional financial planning to individuals (including high‑net‑worth clients), corporations and other business entities. The firm prepares an Investment Policy Statement for each client and states it has no account minimum for services.

WNCI applies a range of analytical methods — including charting, fundamental, technical, cyclical, quantitative analysis and modern portfolio theory — and implements long‑term, short‑term and options trading strategies (including covered options) as part of client portfolios. The firm typically seeks limited discretionary authority to execute the IPS it creates and states it does not use margin or leverage when implementing option strategies.

Distinctive features in the brochure include an explicit statement that WNCI does not charge performance‑based fees (contrary to a small minority of peers that do) while still employing derivatives in managed accounts, a combination that is less common among similar firms. The firm is a small advisory team managing roughly $34 million in discretionary assets, has applied for SEC registration, and maintains formal policies (Code of Ethics, trade aggregation and trade error policies) to address conflicts such as affiliated insurance commissions.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Cash flow / budgeting

Fee options

Fixed

Financial planning fixed fees between $500 and $2,500

Percentage

Not to exceed 2.00% annually (fee negotiable)

Other

Fee-only: Financial planning fixed fees between $500 and $2,500

Main office location

Wealthnest Capital Inc.

1336 Forest Avenue

Staten Island NY 10302, United States

Number of offices

2

Most active in

More info

New Jersey · New York · Texas

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

929-699-8020

Advisors at this firm

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Matthew A

Series 63, Series 65

Staten Island, NY

Wealthnest Capital Inc.

Matthew Alimena is a financial advisor at WealthNest Capital Inc. with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with WealthNest Capital since 2015. In addition to his advisory role, he is a licensed insurance agent and occasionally offers commissionable insurance products to clients. WealthNest Capital Inc. serves individual and high-net-worth clients, providing tailored financial planning and portfolio management. The firm employs multiple analytical approaches, including fundamental, technical, and quantitative methods, and is notable for offering performance-based compensation arrangements and the use of derivatives and options strategies in separately managed accounts.

Options & derivatives strategies Cash flow / budgeting
user avatar

Amit B

Series 63, Series 65

Staten Island, NY

Wealthnest Capital Inc.

Amit Bose is a financial advisor at Wealthnest Capital Inc. with 28 years of industry experience. He previously worked at Western International Securities, Inc. for eight years. Outside of his advisory role, he serves as president of Synergy Global Group Inc., a management consulting firm specializing in new products and services. Wealthnest Capital Inc. serves individual and high-net-worth clients with tailored financial planning and both discretionary and non-discretionary portfolio management. The firm employs multiple analytical approaches and diversified investment strategies, including options and derivatives, and manages approximately $27 million across fewer than 100 client relationships.

Options & derivatives strategies Cash flow / budgeting
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