Advisor at Capital Wealth, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Wealth, LLC
Location
Lehi, UT 84043
Credentials
Series 63, Series 66
Industry experience
14 years
Michael Stevens is a financial advisor at Capital Wealth, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Capital Wealth Advisors, TownSquare Capital, and Allegis Investment Services. Stevens serves on the board of Junior Achievement of Utah. Capital Wealth serves individual and high-net-worth clients through a four-advisor team managing approximately $57.5 million across 248 client relationships. The firm provides portfolio management by recommending or selecting third-party money managers, comprehensive financial planning, consulting engagements, and public educational workshops.
Based on Capital Wealth, LLC
Based on Capital Wealth, LLC
Financial planning fixed fees between $5,000 and $50,000; Estate planning flat fees $249-$2,499
$250,000+: 1.5% annually $0+: 0.75% annually (via The Pacific Financial Group program)
$250 per hour for consulting services
Account minimum: $250,000 Fee-only: Fixed fees for financial planning ranging from $5,000 to $50,000; Estate planning flat fees $249-$2,499; Hourly consulting rate $250/hour
1850 W. Ashton Blvd Suite 175
Lehi, UT 84043
Arizona · California · Idaho · Texas · Utah
Capital Wealth Advisors, LLC
2017 - Present (9 years)
TownSquare Capital, LLC
2017 - 2017 (1 year)
Allegis Investment Services, LLC
2016 - 2017 (1 year)
CWA Insurance Services, LLC
2009 - Present (17 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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