Data / Investment advisers / Utah / Capital Wealth, LLC
Capital Wealth, LLC, Lehi, UT: $116 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Capital Wealth, LLC is an SEC registered investment adviser with its main office in Lehi, Utah and reports $116 million in regulatory assets under management in its Form ADV filed September 11, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
The request: Watch Capital Wealth, LLC (CRD number 289574): each new Form ADV amendment, with AUM, clients and private funds. $10 of work on sign-up, no card.
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- Registration
- SEC registered investment adviser
- CRD number
- 289574
- SEC file number
- 801-137067
- SEC status
- Approved, effective August 13, 2026
- Main office
- 3400 N Ashton Blvd Suite 190, Lehi, UT 84048
- Phone
- (801) 210-2800
- Website
- capitalwealth.com
- Regulatory AUM
- $115,955,340 in the Form ADV filed September 11, 2026
- Discretionary AUM
- $115,955,340
- Accounts
- 636
- Employees
- 7, of which 2 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- September 11, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 275 | $59.4 million |
| High net worth individuals | 15 | $53 million |
| Pension and profit sharing plans | Fewer than 5 | $3.5 million |
Other advisers in Lehi
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Prestige Wealthwide, LLC | Lehi | $198.5 million | Not listed | adviserinfo.sec.gov |
| Thistle Creek Capital, LLC | Lehi | $161 million | Not listed | adviserinfo.sec.gov |
| Provident Living Financial Services | Lehi | $158.1 million | Not listed | adviserinfo.sec.gov |
| Stonebriar Wealth, LLC | Lehi | $139 million | Not listed | adviserinfo.sec.gov |
| Solidarity Capital Management, LLC | Lehi | $127.6 million | 1 | adviserinfo.sec.gov |
| My Prosper Team | Lehi | $58.2 million | 7 | adviserinfo.sec.gov |
| Tandem Partners Group, LLC | Lehi | Not listed | 14 | adviserinfo.sec.gov |
| Album Ventures, LLC | Lehi | Not listed | 10 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Lehi, UT
- Investment advisers in Utah
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Capital Wealth, LLC on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.