NORTHCAPE WEALTH MANAGEMENT, LLC
Legal name: NORTHCAPE WEALTH MANAGEMENT
CRD #312350 SEC #801-120425 WILLIAMSVILLE, NY (71) 632-6565
SEC Registered
Total AUM
$614.5M
Discretionary
$596.7M
Employees
6
Clients
0
Accounts
1,405
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jun 2025 | $614.5M | $596.7M | $17.8M | 6 | 8 |
| Mar 2025 | $614.5M | $596.7M | $17.8M | 6 | 8 |
| Mar 2024 | $565.6M | $549.4M | $16.2M | 6 | 8 |
| Mar 2023 | $492.8M | $477.7M | $15.1M | 6 | 9 |
| Mar 2022 | $518.4M | $500.9M | $17.4M | 5 | 8 |
| Sep 2021 | $472.2M | $457.8M | $14.4M | 5 | 0 |
| Jun 2021 | $472.2M | $457.8M | $14.4M | 5 | 0 |
DateJun 2025
Total AUM$614.5M
Discretionary$596.7M
Non-Disc.$17.8M
Employees6
Clients8
DateMar 2025
Total AUM$614.5M
Discretionary$596.7M
Non-Disc.$17.8M
Employees6
Clients8
DateMar 2024
Total AUM$565.6M
Discretionary$549.4M
Non-Disc.$16.2M
Employees6
Clients8
DateMar 2023
Total AUM$492.8M
Discretionary$477.7M
Non-Disc.$15.1M
Employees6
Clients9
DateMar 2022
Total AUM$518.4M
Discretionary$500.9M
Non-Disc.$17.4M
Employees5
Clients8
DateSep 2021
Total AUM$472.2M
Discretionary$457.8M
Non-Disc.$14.4M
Employees5
Clients0
DateJun 2021
Total AUM$472.2M
Discretionary$457.8M
Non-Disc.$14.4M
Employees5
Clients0