Founding Partner, Managing Member, and Chief Compliance Officer · Capital Design Private Wealth LLC
Andre N. Laplante
CRD 5781133 · Named on Form ADV at one SEC-registered adviser
At a glance
Capital Design Private Wealth LLC, an SEC-registered wealth manager based in Portsmouth, NH with $96 million in regulatory assets, lists Andre N. Laplante on its Form ADV as Founding Partner, Managing Member, and Chief Compliance Officer, a control person.
Firms and roles
- Capital Design Private Wealth LLCFounding Partner, Managing Member, and Chief Compliance OfficerWealth manager · Portsmouth, NH · $96M in regulatory assets
AtlasMembers
Andre’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
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Hilton J KellyFounding Partner and Managing Member, Capital Design Private Wealth LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Andre’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.