Wlth Capital Management, LLC
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
FINTRXOverview
Wlth Capital Management, LLC is an independent registered investment adviser organized as an LLC. The firm is SEC-registered (2025) and is owned by an individual. Its client focus is individuals and families, and it charges both percentage-of-AUM and fixed fees. Core advisory services are financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm does not identify as an active ESG investor and it does not position itself as a capital allocator.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 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
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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
- 3200 W Ray Rd
- Time zone
- MT (UTC-7)
- Office locations
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