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PieCapital Wealth Management LLC

EST. AUM
$68,950,687

CONTACTS

CLIENT ACCOUNTS
88

Firm Details

Metro area Raleigh
CRD Number 328743
Website piecapital.com
Client types

Overview

PieCapital Wealth Management LLC, doing business as PieCapital, is an independent registered investment advisor based in Raleigh, North Carolina. Formed in September 2023, the firm offers discretionary portfolio management and financial planning services primarily to high-net-worth individuals. Its core responsibilities include asset allocation, portfolio construction, risk management, and holistic wealth planning. The firm employs fundamental, quantitative, and modern portfolio theory analyses to execute long-term and risk-managed investment strategies.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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