ICAPITAL WEALTH LLC
CRD #311102 SEC #801-119696 CLAYTON, CA (925) 276-0427
SEC Registered
Total AUM
$296.9M
Discretionary
$186.7M
Employees
3
Clients
0
Accounts
162
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Nevada
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 17, 2023
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Pejoro, Maria, Cristina | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Pejoro, Maria, Cristina | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Pejoro, Maria, Cristina | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Pejoro, Maria, Cristina | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Pejoro, Maria, Cristina | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Pejoro, Maria, Cristina | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Pejoro, Maria, Cristina | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Pejoro, Maria, Cristina | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| RODRIGUEZ, YARENIS, ROSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| RODRIGUEZ, YARENIS, ROSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| RODRIGUEZ, YARENIS, ROSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| RODRIGUEZ, YARENIS, ROSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| RODRIGUEZ, YARENIS, ROSA | I | CHIEF COMPLIANCE OFFICER | NA | |
| BRADY, JARRETT, ALEXANDER | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| BRADY, JARRETT, ALEXANDER | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| BRADY, JARRETT, ALEXANDER | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| BRADY, JARRETT, ALEXANDER | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| BRADY, JARRETT, ALEXANDER | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| BRADY, JARRETT, ALEXANDER | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| BRADY, JARRETT, ALEXANDER | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| BRADY, JARRETT, ALEXANDER | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| BRADY, JARRETT, ALEXANDER | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| BRADY, JARRETT, ALEXANDER | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| BRADY, JARRETT, ALEXANDER | I | MANAGING DIRECTOR / PRINCIPAL | D | Control |
| BRADY, JARRETT, ALEXANDER | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| BRADY, JARRETT, ALEXANDER | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| KERN, GREGORY, GERARD | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| KERN, GREGORY, GERARD | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| KERN, GREGORY, GERARD | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| KERN, GREGORY, GERARD | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| KERN, GREGORY, GERARD | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| KERN, GREGORY, GERARD | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| KERN, GREGORY, GERARD | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| KERN, GREGORY, GERARD | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| KERN, GREGORY, GERARD | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| KERN, GREGORY, GERARD | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| KERN, GREGORY, GERARD | I | MANAGING DIRECTOR/ PRINCIPAL | D | Control |
| KERN, GREGORY, GERARD | I | MANAGING MEMBER / PRINCIPAL | D | Control |
| KERN, GREGORY, GERARD | I | MANAGING MEMBER / PRINCIPAL | D | Control |
Registrations
Federal
IA
Mar 17, 2023 REGISTERED
Notice Filings (4)
CA GA OK TX
Address
1026 OAK STREETSUITE 201
CLAYTON, CA 94517
United States
Phone: (925) 276-0427