CAPITAL DESIGN PRIVATE WEALTH LLC
CRD #300472 SEC #801-127160 PORTSMOUTH, NH 603-610-8290
SEC Registered
Total AUM
$90.6M
Discretionary
$90.6M
Employees
2
Clients
25
Accounts
466
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Aug 2025 | $90.6M | $90.6M | $0 | 2 | 25 |
| May 2025 | $86.4M | $86.4M | $0 | 2 | 25 |
| Mar 2025 | $86.4M | $86.4M | $0 | 2 | 25 |
| Dec 2024 | $131.8M | $131.8M | $0 | 2 | 10 |
| Dec 2024 | $131.8M | $131.8M | $0 | 2 | 10 |
| Oct 2024 | $131.8M | $131.8M | $0 | 3 | 10 |
| Sep 2024 | $131.8M | $131.8M | $0 | 3 | 10 |
| Mar 2024 | $131.8M | $131.8M | $0 | 3 | 10 |
| Jan 2023 | $111M | $111M | $0 | 3 | 10 |
| Dec 2022 | $109.6M | $109.6M | $0 | 3 | 24 |
DateAug 2025
Total AUM$90.6M
Discretionary$90.6M
Non-Disc.$0
Employees2
Clients25
DateMay 2025
Total AUM$86.4M
Discretionary$86.4M
Non-Disc.$0
Employees2
Clients25
DateMar 2025
Total AUM$86.4M
Discretionary$86.4M
Non-Disc.$0
Employees2
Clients25
DateDec 2024
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees2
Clients10
DateDec 2024
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees2
Clients10
DateOct 2024
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees3
Clients10
DateSep 2024
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees3
Clients10
DateMar 2024
Total AUM$131.8M
Discretionary$131.8M
Non-Disc.$0
Employees3
Clients10
DateJan 2023
Total AUM$111M
Discretionary$111M
Non-Disc.$0
Employees3
Clients10
DateDec 2022
Total AUM$109.6M
Discretionary$109.6M
Non-Disc.$0
Employees3
Clients24