Wlth Capital Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Chandler, AZ. Its latest Form ADV filing, dated March 13, 2026, reports $230M in regulatory assets under management, 5 employees, and 425 accounts.
Assets Under Management
$230M
Employees
5
Offices
--
Total Clients
81
Primary office
CHANDLER, AZ
25 SOUTH ARIZONA PLACE, SUITE 537, CHANDLER, AZ, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentHNWI represent 69.1% of total clients.
Top client categories% of clientsClients
1
HNWI
69.1%
56
2
Individuals
30.9%
25
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$230Mas of March 13, 2026
Discretionary100.0%
$230M
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$230M
Total Accounts425
10Y AUM Change+$230M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee16:1
10Y Employee Change+4 (+400.0%)
* 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.