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WLTH CAPITAL MANAGEMENT, LLC

CRD 335594 · SEC 801-132454

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25 SOUTH ARIZONA PLACE, SUITE 537, CHANDLER, AZ, 85225, United States

Phone

480-795-4475

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$229.8M

Discretionary AUM

$229.8M

Team

6 total employees; 3 advisory reps

Clients

51-100

Fees

Percentage of AUM; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-28

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Pension consulting

Client types

TypeClientsAUM
Individuals25$11.3M
High net worth individuals56$216.6M

States served

AZ

All web addresses on file

Official SEC filing: View on IAPD