# Amit Bose

> Amit Bose is a fee-only financial advisor at Wealthnest Capital in Staten Island, New York. Wealthnest Capital reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/amit-bose/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Wealthnest Capital
- **Based in:** Staten Island, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $34.9M across 131 accounts
- **CRD:** 2476890 (https://adviserinfo.sec.gov/individual/summary/2476890)
- **SEC registration:** Investment adviser representative in NJ, NY, TX
- **Exams passed:** Series 63 (1997), Series 65 (2016)
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is Amit Bose a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Amit holds no broker registration, and Wealthnest Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Amit charge for financial advice?

Amit's firm, Wealthnest Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Amit Bose based?

Amit Bose is based in Staten Island, New York.

### Is Amit Bose registered with the SEC?

Yes. Amit Bose is registered as an investment adviser representative in NJ, NY and TX (CRD 2476890), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Wealthnest Capital manage?

Wealthnest Capital reports $34.9M across 131 accounts in assets under management.

### How do I contact Amit Bose?

Contact details aren't on file yet. Search for Wealthnest Capital.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2476890): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.