TRICAPITAL WEALTH MANAGEMENT, INC.
CRD #118788 SEC #801-123572 CHARLOTTE, NC 704-571-8778
SEC Registered
Total AUM
$118.7M
Discretionary
$113.8M
Employees
4
Clients
0
Accounts
178
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $118.7M | $113.8M | $5M | 4 | 0 |
| Sep 2024 | $103.9M | $102.3M | $1.6M | 3 | 0 |
| Mar 2024 | $103.9M | $102.3M | $1.6M | 3 | 0 |
| Mar 2023 | $90.4M | $89.3M | $1.1M | 3 | 0 |
| Apr 2022 | $101.3M | $100.1M | $1.2M | 3 | 0 |
| Mar 2022 | $101.3M | $100.1M | $1.2M | 3 | 0 |
| Mar 2022 | $101.3M | $100.1M | $1.2M | 3 | 0 |
DateMar 2025
Total AUM$118.7M
Discretionary$113.8M
Non-Disc.$5M
Employees4
Clients0
DateSep 2024
Total AUM$103.9M
Discretionary$102.3M
Non-Disc.$1.6M
Employees3
Clients0
DateMar 2024
Total AUM$103.9M
Discretionary$102.3M
Non-Disc.$1.6M
Employees3
Clients0
DateMar 2023
Total AUM$90.4M
Discretionary$89.3M
Non-Disc.$1.1M
Employees3
Clients0
DateApr 2022
Total AUM$101.3M
Discretionary$100.1M
Non-Disc.$1.2M
Employees3
Clients0
DateMar 2022
Total AUM$101.3M
Discretionary$100.1M
Non-Disc.$1.2M
Employees3
Clients0
DateMar 2022
Total AUM$101.3M
Discretionary$100.1M
Non-Disc.$1.2M
Employees3
Clients0