WLTH CAPITAL MANAGEMENT, LLC

RIASEC RegisteredEst. 2025

Total AUM

$230M

Discretionary

$230M

100% of AUM

Avg account

$541K

Accounts

425

Employees

Advisory reps

Firm details

Headquarters: CHANDLER, Arizona
CRD number: 335594
Registered since: April 24, 2025
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI94.27%
Individuals4.92%
Pension & Profit Sharing Plans0.47%
Corporations / Businesses0.34%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Wlth Capital Management, LLC is an independent, individual-owned registered investment adviser that entered SEC registration in 2025. The firm focuses on serving individual and family clients with a mix of financial planning, discretionary portfolio management for individuals and small businesses, and pension consulting services. Its fees combine a percentage-of-assets model with fixed-fee engagements. Wlth Capital does not identify as an active ESG investor and is not structured as a capital allocator; it implements third-party investment products on client portfolios rather than operating as a fund allocator.