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TRICAPITAL WEALTH MANAGEMENT, INC.

CHARLOTTE, NC · CRD 118788 · IAPD ↗ · tricapitaladvisors.com · 704-571-8778

$132.7MRegulatory AUM
3Advisory reps
3Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

25
April 2026 — TRICAPITAL WEALTH MANAGEMENT, INC. changed its website from tricapitaladviosr.com to tricapitaladvisors.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
25
October 2024 — TRICAPITAL WEALTH MANAGEMENT, INC. changed its website from tricapitalwealthmanagement.com to tricapitaladviosr.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.