Matthew Alimena
Wealthnest Capital · Staten Island, New York
Matthew Alimena 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.
Request an introduction to Matthew →
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 1256594 |
| Exams passed | Series 63 (1984) · Series 65 (2015) |
| Firm size | 2 employees |
| Disclosures | None reported |
How Matthew's firm compares
- Wealthnest Capital's average account is about $266,000, from its Form ADV (assets managed divided by 131 accounts).
Request an introduction to Matthew
Tell Matthew a little about what you're looking for. Matthew isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Matthew
Is Matthew Alimena a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew's firm, Wealthnest Capital, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Alimena based?
Matthew Alimena is based in Staten Island, New York.
Is Matthew Alimena registered with the SEC?
Yes. Matthew Alimena is registered as an investment adviser representative in NJ, NY and TX (CRD 1256594), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealthnest Capital manage?
Wealthnest Capital reports $34.9M across 131 accounts in assets under management.
How do I contact Matthew Alimena?
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.
See something wrong? Request a correction. Read our methodology.