|
⚲
|
| WLTH Capital Management LLC
✚
|
|
|---|---|
| CRD # | 335594 |
| SEC # | 801-132454 |
| CIK # | 0002112635 |
| AUM | $229.8 M (2026-05-28) |
| Employees | 6 (50% Investors, 0% Brokers) |
| Phone | 480-795-4475 |
| Address | 25 South Arizona Place Chandler, AZ 85225 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Barclays Bank PLC | 2.7 | ||
| Global MOFY Metaverse Ltd | 1.3 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 25 | 11.3 |
| (b) Individuals (high net worth individuals) | 56 | 216.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.1 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.8 |
| (n) Other | 0 | 0.0 |
| Total | 425 | 229.8 |
| By Discretionary | ||
| Discretionary | 425 | 229.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 425 | 229.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 229.8 | |
| Total | 425 | 229.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002112635] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Seventwo LLC
✚
|
CO | 0.2 |
|
Austerra Wealth Management LLC
✚
|
TX | 0.2 |
|
Aljen Asset Management LLC
✚
|
NJ | 0.2 |
|
Scratch Capital LLC
✚
|
ID | 0.2 |
|
MOS Capital Inc
✚
|
0.2 | |
|
Granite Islands Private Wealth LLC
✚
|
CT | 0.2 |
|
Lionshead Wealth Management LLC
✚
|
NY | 0.2 |
|
Otter Creek Advisors LLC
✚
|
0.2 | |
|
Sterling Investment Advisors LLC
✚
|
MO | 0.2 |
|
Powell Financial Inc
✚
|
NC | 0.2 |