Wlth Capital Management, LLC
● SEC registered since 2025CRD 335594SEC# 801-132454Chandler, AZ
Reg. AUM
$229.8M
Employees
6
Accounts
425
Location
Chandler, AZ
Wlth Capital Management, LLC assets under management
Wlth Capital Management, LLC operates as an SEC-registered investment adviser based in Chandler, AZ. The firm has been registered since 2025. It reports $229.8 million in regulatory assets under management and employs 6 people.
Wlth Capital Management, LLC owners & executives
1 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Cean Nicholas Kenefick-Rogers Control | Principal And Chief Compliance Officer | Over 75% | 2025 |
Frequently asked questions
How much does Wlth Capital Management, LLC manage?
Wlth Capital Management, LLC reports $229.8 million in regulatory assets under management on its Form ADV.
How many employees does Wlth Capital Management, LLC have?
Wlth Capital Management, LLC reports 6 employees.
Where is Wlth Capital Management, LLC located?
Wlth Capital Management, LLC is based in Chandler, AZ and has been SEC-registered since 2025.
Does Wlth Capital Management, LLC disclose fund performance?
Wlth Capital Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 25 South Arizona Place, Suite 537, Chandler, AZ 85225 |
| Phone | 480-795-4475 |
| Office hours | By Appointment |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 2112635 |
| Discloses disciplinary history | No |
Regulatory AUM
$229.8M▲ 36%
Aug '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,271 advisers
EmployeesTop 56%
More than 44% of 16,825 advisers
Assets under management
$229.8Mregulatory AUM
Discretionary $229.8M