Amit Bose
Wealthnest Capital · Staten Island, New York
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.
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Facts
| Firm | Wealthnest Capital |
|---|---|
| Based in | Staten Island, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $34.9M across 131 accounts |
| SEC registration | Investment adviser representative in NJ, NY, TX · CRD 2476890 |
| Exams passed | Series 63 (1997) · Series 65 (2016) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
How Amit's firm compares
- Wealthnest Capital's average account is about $266,000, from its Form ADV (assets managed divided by 131 accounts).
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Questions about Amit
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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