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CAPITAL WEALTH, LLC
CRD 289574
1850 W. ASHTON BLVD SUITE 175, LEHI, UT, 84043, United States
Phone
8012102800
Fax
8019991030
Registration
— (—)
Source
State registered
Total AUM
$94.9M
Discretionary AUM
$94.9M
Team
4 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; SELECTION OF OTHER ADVISOR FEES
Org form
Limited Liability Company
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 261 | $55.4M |
| High net worth individuals | 11 | $39.5M |
All web addresses on file
Official SEC filing: View on IAPD