Icapital Wealth LLC

iCapital Wealth LLC is a registered investment advisor established in November 2020, located in Clayton, CA. The firm specializes in providing investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and businesses. As a fiduciary, iCapital Wealth upholds a duty of loyalty, fairness, and good faith towards each client. The firm offers customized investment advisory solutions, including discretionary and non-discretionary investment management, financial planning, and consulting services. Investment strategies may include mutual funds, ETFs, individual equities, bonds, options contracts, and alternative investment vehicles. The minimum account or relationship size is not imposed by iCapital Wealth. The firm manages over $296 million in client assets as of December 31, 2022, with fees ranging from 0.70% to 2.50% based on various factors. iCapital Wealth does not charge performance-based fees and does not manage proprietary investment funds. Clients have investment discretion, allowing the firm to select and manage securities without prior client approval within agreed-upon guidelines. The firm's Chief Compliance Officer, Yarenis R. Rodriguez, ensures the security and confidentiality of clients' personal information. iCapital Wealth has a Privacy Policy in place to protect and limit the sharing of clients' personal information with non-affiliated third parties, except as necessary for servicing accounts. Clients have the right to limit some of this sharing as per federal and state laws. The firm maintains physical, procedural, and electronic security measures to safeguard clients' personal information.