Wangchuk Capital, LLC
RIASEC Registered
Total AUM
$1.1M
Discretionary
$1.1M
100% of AUM
Avg account
$183K
Accounts
6
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 172896
- Website
- www.wangchukcapital.com
- Fee structure
- Percentage of AUM, Performance Based Fees
- Client types
- HNWI65.4%
- Individuals34.6%
- Services
- Portfolio Management for Individuals
Firm profile
FINTRXOverview
Wangchuk Capital, LLC is an independent registered investment adviser structured as a limited liability company and owned by an individual. The firm provides portfolio management services targeted at individuals and small businesses. It charges asset-based fees and may also assess performance-based fees. The adviser reports that it is not an active ESG investor, does not operate as a multi-state adviser, and is not classified as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities63%
- Cash & Cash Equivalents37%
Contacts
1 of 1
Thinley Wangchuk
Managing PrincipalCRD 6400436
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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