RIA Intelligence

CONSTELLATION WEALTH CAPITAL, LLC

Legal name: CONSTELLATION WEALTH CAPITAL

CRD #326917 SEC #801-128736 CHICAGO, IL 312-626-6067
SEC Registered Private Funds
Total AUM
$1.3B
Discretionary
$1.3B
Employees
20
Clients
--
Accounts
8

AUM Over Time

DateMay 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients0
DateMar 2025
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees20
Clients0
DateOct 2024
Total AUM$549.7M
Discretionary$549.7M
Non-Disc.$0
Employees13
Clients0
DateMar 2024
Total AUM$549.7M
Discretionary$549.7M
Non-Disc.$0
Employees13
Clients0
DateJan 2024
Total AUM$540.1M
Discretionary$540.1M
Non-Disc.$0
Employees14
Clients0