Overview
Assets Under Management: $230 million
Headquarters: CHANDLER, AZ
High-Net-Worth Clients: 56
Average Client Assets: $3.9 million
Frequently Asked Questions
WLTH CAPITAL MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #335594), WLTH CAPITAL MANAGEMENT, LLC is subject to fiduciary duty under federal law.
WLTH CAPITAL MANAGEMENT, LLC is headquartered in CHANDLER, AZ.
WLTH CAPITAL MANAGEMENT, LLC serves 56 high-net-worth clients according to their SEC filing dated March 13, 2026. View client details ↓
According to their SEC Form ADV, WLTH CAPITAL MANAGEMENT, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
WLTH CAPITAL MANAGEMENT, LLC manages $230 million in client assets according to their SEC filing dated March 13, 2026.
According to their SEC Form ADV, WLTH CAPITAL MANAGEMENT, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 56
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.27%
Average Client Assets: $3.9 million
Total Client Accounts: 425
Discretionary Accounts: 425
Regulatory Filings
CRD Number: 335594
Filing ID: 2060279
Last Filing Date: 2026-03-13 09:33:26