Vitale & Caputo Wealth Management LLC
Firm details
- Headquarters
- Middleton, Massachusetts
- CRD number
- 289420
- Fee structure
- Percentage of AUM, Fixed Fees
- Services
- Financial PlanningSelection of Other Advisers
Firm profile
FINTRXOverview
Vitale & Caputo Wealth Management LLC is an individual-owned limited liability company that provides advisory and planning services to private clients. The firm emphasizes financial planning and the selection of outside advisers as core activities, and it identifies itself as a capital allocator—meaning it places client assets with external managers as part of portfolio construction. Its fee arrangements include both a percentage-of-assets model and fixed-fee engagements. The firm does not position itself as an ESG investor.
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3Michael Caputo
Owner, Managing Member and CCOCRD 5021176
Richard Vitale
Senior SalesCRD 3178459
Louis Caputo
CCO, Managing MemberCRD 4022080
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Middleton, MA
Essex
Location
Middleton, MA
Headquartered in Middleton, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Essex
- Address
- 35 Village Rd
- Time zone
- ET (UTC-5)
- Office locations
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