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CAPITAL DESIGN PRIVATE WEALTH LLC

PORTSMOUTH, NH · CRD 300472 · IAPD ↗ · capitaldesignpw.com · 603-610-8290

$96.0MRegulatory AUM
2Advisory reps
2Employees
25Clients
11-25Planning clients
0Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
March 2025 — CAPITAL DESIGN PRIVATE WEALTH LLC reported RAUM down 34% ($131.8M -> $86.4M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
42
October 2024 — CAPITAL DESIGN PRIVATE WEALTH LLC notice-filed in SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

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