WLTH CAPITAL MANAGEMENT, LLC

WLTH CAPITAL MANAGEMENT, LLC of CHANDLER, AZ is an SEC-registered investment adviser (CRD 335594). Regulatory assets under management: $229.8M.

Registration

• CRD: 335594
• SEC file number: 801-132454
• Type: Registered investment adviser
• Location: 25 SOUTH ARIZONA PLACE, SUITE 537, CHANDLER, AZ, 85225
• Phone: 480-795-4475
• Latest filing: 2026-05-28
• Regulatory AUM: $229.8M
• Discretionary AUM: $229.8M
• Clients: 6
• Accounts: 425

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth, Pensions.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 335594 on SEC IAPD (source of record)
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