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Managing Director/chief Investment Officer · Wealthnest Capital Inc.

Amit K. Bose

CRD 2476890 · Named on Form ADV at one SEC-registered adviser

At a glance

Wealthnest Capital Inc., an SEC-registered wealth manager based in Staten Island, NY with $35 million in regulatory assets, lists Amit K. Bose on its Form ADV as Managing Director/chief Investment Officer, a control person.

Firms and roles

  • Wealthnest Capital Inc.Managing Director/chief Investment OfficerWealth manager · Staten Island, NY · $35M in regulatory assets

AtlasMembers

Amit’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
Locked
Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Matthew AlimenaChief Executive Officer & Chief Compliance Officer, Wealthnest Capital Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Amit’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.