PPrivate Fund Data Log in Join · $37/mo

Wlth Capital Management, LLC

● SEC registered since 2025CRD 335594SEC# 801-132454Chandler, AZ
Export (members)
Reg. AUM
$168.9M
Employees
4
Accounts
364
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 $168.9 million in regulatory assets under management and employs 4 people.
www.linkedin.com/company/wlth-capital-managementView on SEC.gov ↗

Wlth Capital Management, LLC owners & executives

1 reported
NameTitleOwnershipSince
Cean Nicholas Kenefick-Rogers ControlPrincipal And Chief Compliance OfficerOver 75%2025

Frequently asked questions

How much does Wlth Capital Management, LLC manage?

Wlth Capital Management, LLC reports $168.9 million in regulatory assets under management on its Form ADV.

How many employees does Wlth Capital Management, LLC have?

Wlth Capital Management, LLC reports 4 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

Address25 South Arizona Place, Suite 537, Chandler, AZ 85225
Phone480-795-4475
Office hoursBy Appointment
SEC regionLos Angeles Regional Office (LARO)
CIK2112635
Discloses disciplinary historyNo

Assets under management

Discretionary$168.9M
Non-discretionary$0
Total (RAUM)$168.9M