CAPITAL WEALTH, LLC
SEC Form ADV profile.
Total regulatory AUM
$115,955,340
Discretionary
$115,955,340
Non-discretionary
$0
Firm details
- CRD number
- 289574
- SEC file number
- 801-137067
- Main office
- LEHI, UT, United States
- Employees
- 7
- SEC status
- Approved
- Website
- HTTP://WWW.CAPITALWEALTH.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.