Overview
Assets Under Management: $212 million
Headquarters: RED BANK, NJ
High-Net-Worth Clients: 220
Average Client Assets: $637,357
Frequently Asked Questions
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #157714), ALEXANDER CAPITAL WEALTH MANAGEMENT LLC is subject to fiduciary duty under federal law.
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC is headquartered in RED BANK, NJ.
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC serves 220 high-net-worth clients according to their SEC filing dated January 20, 2026. View client details ↓
According to their SEC Form ADV, ALEXANDER CAPITAL WEALTH MANAGEMENT LLC offers portfolio management for individuals and selection of other advisors. View all service details ↓
ALEXANDER CAPITAL WEALTH MANAGEMENT LLC manages $212 million in client assets according to their SEC filing dated January 20, 2026.
According to their SEC Form ADV, ALEXANDER CAPITAL WEALTH MANAGEMENT LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 220
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 66.11
Average High-Net-Worth Client Assets: $637,357
Total Client Accounts: 999
Discretionary Accounts: 999
Regulatory Filings
CRD Number: 157714
Filing ID: 2038477
Last Filing Date: 2026-01-20 09:45:13