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Capital Design Private Wealth LLC CRD 300472
$96.0M regulatory AUM 25 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
36 Maplewood Avenue, Portsmouth, NH 03801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-07-12 |
| TX | RA | APPROVED_RES | 2021-07-07 |
| MA | RA | APPROVED | 2019-06-06 |
| ME | RA | APPROVED | 2019-03-29 |
| NH | RA | APPROVED | 2019-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bedford | NH | 08/2000 | 03/2019 |
| Capital Design Private Wealth Llc | Portsmouth | NH | 03/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-10 |
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