Wlth Capital Management, LLC

RIASEC RegisteredEst. 2025

Total AUM

$230M

Discretionary

$230M

100% of AUM

Avg account

$541K

Accounts

425

Employees

6

Advisory reps

3

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, owner-operated RIA organized as an LLC and registered with the SEC in 2025. The firm serves individual and family clients, charging a mix of percentage-of-AUM and fixed fees. Its primary advisory services are financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm reports a clear equity preference and does not describe itself as an active ESG investor or a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Exchange Traded Equities69%
Public Funds/Mutual Funds25%
Cash & Cash Equivalents4%
US Government Bonds1%
State & Local Bonds1%

Owners & executives

1 of 1

Rodney Weeks
Chief Investment OfficerCRD 8087121

Contacts

2 of 2

Cean Kenefick-rogers
FounderCRD 4751006
Richard Spadaro
Managing DirectorCRD 5385937

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Chandler, AZ

Maricopa

Location

Chandler, AZ

Headquartered in Chandler, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area: Phoenix-Mesa, AZ
Region: West
County: Maricopa
Address: 25 S Arizona Pl
Time zone: MT (UTC-7)
Office locations

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