CAPITAL WEALTH, LLC

CAPITAL WEALTH, LLC of LEHI, UT is an SEC-registered investment adviser (CRD 289574). Regulatory assets under management: $116.0M.

Registration

• CRD: 289574
• SEC file number: 801-137067
• Type: Registered investment adviser
• Location: 1850 W. ASHTON BLVD SUITE 175, LEHI, UT, 84043
• Phone: 8012102800
• Latest filing: 2026-07-13
• Regulatory AUM: $116.0M
• Discretionary AUM: $116.0M
• Clients: 7
• Accounts: 636

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 289574 on SEC IAPD (source of record)
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