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Firm profile

Capital Wealth, LLC

LEHI, UTCRD 289574Latest ADV July 13, 2026

Capital Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Lehi, UT. Its latest Form ADV filing, dated July 13, 2026, reports $116M in regulatory assets under management, 7 employees, and 636 accounts.

Assets Under Management
$116M
Employees
7
Offices
--
Total Clients
290
Primary office
LEHI, UT
1850 W. ASHTON BLVD SUITE 175, LEHI, UT, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOMichael J. Stevens

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Sep 12, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 94.8% of total clients.
Top client categories% of clientsClients
1
Individuals
94.8%
275
2
HNWI
5.2%
15
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$116Mas of July 13, 2026
Discretionary100.0%
$116M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$116M
Total Accounts636
10Y AUM Change—

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees7
Clients per Employee41:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.