FormDSignal
71

Capital Wealth, LLC registers with the SEC (Lehi, UT)

New SEC-registered adviser · CRD 289574 · 801-137067 · effective 2026-08-13

Effective 2026-08-13. 7 employees (2 advisory), $116M regulatory AUM across 636 accounts. Notice-filed in AZ, ID, UT. Limited Liability Company (UT).

Contact (from the filing)

The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.

Who this is for

  • Compliance consulting
  • RIA software (CRM, portfolio, billing)
  • Archiving & surveillance
  • Cybersecurity / managed IT
  • E&O insurance