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
Firm Details
- Organization Type
- Corporation
- State of Formation
- North Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 27, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| WHITE, RANDALL, EUGENE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, RANDALL, EUGENE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, RANDALL, EUGENE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, RANDALL, EUGENE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, RANDALL, EUGENE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, RANDALL, EUGENE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, RANDALL, EUGENE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, RANDALL, EUGENE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
| WHITE, RANDALL, EUGENE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 27, 2025 REGISTERED
Notice Filings (2)
NC SC
Address
THREE SOUTH EXECUTIVE PARK6115 PARK SOUTH DRIVE, SUITE 330
CHARLOTTE, NC 28210
United States
Phone: 704-571-8778