# Page Capital Private Wealth Management, LLC

> Page Capital Private Wealth Management, LLC is a state-registered investment advisory firm, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated January 20, 2026.

- CRD: 323081
- Filed as: PAGE CAPITAL PRIVATE WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in California
- Filing period: October 2026
- Form ADV filing dated: January 20, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/323081
- AdvisorCensus page: https://advisorcensus.com/firm/page-capital-private-wealth-management-llc-323081

## Quick answers

**How is Page Capital Private Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Page Capital Private Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Page Capital Private Wealth Management, LLC registered with the SEC or a state?**
Page Capital Private Wealth Management, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 323081.

**How much does Page Capital Private Wealth Management, LLC manage?**
Page Capital Private Wealth Management, LLC reports $55,530,721 in regulatory assets under management in its Form ADV filing dated January 20, 2026 (24% discretionary).

**How have Page Capital Private Wealth Management, LLC's assets and staff changed since 2022?**
In the Form ADV data for Page Capital Private Wealth Management, LLC: Regulatory assets under management: $0 in the October 2022 data and $55,530,721 in the October 2026 data. Total employees: 1 in October 2022 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Page Capital Private Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8); high net worth individuals (4).

**Does Page Capital Private Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/323081

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $55,530,721
- Discretionary: $13,294,772
- Non-discretionary: $42,235,949

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $277,779 |
| High net worth individuals | 4 | $55,252,942 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- page-cap.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $0 | 1 | September 8, 2022 |
| October 2026 | $55,530,721 | 1 | January 20, 2026 |

Regulatory assets under management: $0 in the October 2022 data and $55,530,721 in the October 2026 data.
Total employees: 1 in October 2022 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Page Capital Private Wealth Management, LLC (CRD 323081): Form ADV filing data as of October 2026.