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Chief Executive Officer & Chief Compliance Officer · Wealthnest Capital Inc.

Matthew Alimena

CRD 1256594 · 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 Matthew Alimena on its Form ADV as Chief Executive Officer & Chief Compliance Officer, a control person.

Firms and roles

  • Wealthnest Capital Inc.Chief Executive Officer & Chief Compliance OfficerWealth manager · Staten Island, NY · $35M in regulatory assets

AtlasMembers

Matthew’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
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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

  • Amit K. BoseManaging Director/chief Investment 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 Matthew’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.