Wlth Capital Management, LLC's Form ADV discloses 1.00% on the first $1 million, 0.80% on the next $1 million, 0.70% on the next $1 million, 0.60% on the next $1 million, and 0.50% on assets above $4 million. See complete fee breakdown ↓
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 September 30, 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 September 30, 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 ↓