Capital Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$94,884,665
Total clients
272
4% high-net worth
Total advisors
3
of 4 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
91
Average account size
$348,841
About
Capital Wealth, LLC provides investment advisory and financial planning services primarily to individual and high‑net‑worth clients, managing roughly $94.9 million across about 272 client relationships. The firm offers portfolio management by selecting and monitoring third‑party money managers, along with consulting and financial planning services tailored to client goals.
The firm’s approach emphasizes household‑level planning and individualized risk assessments, implementing strategies largely through sub‑advisory relationships and model portfolios made available via third‑party platforms. Clients receive ongoing reviews and custodian statements, and certain managed accounts are implemented through a wrap‑fee managed‑account program administered by a sub‑advisor platform.
Notable distinctions in the brochure include the firm’s affiliated insurance activities—operating an insurance agency and working with an insurance marketing organization—which the brochure discloses as a potential conflict of interest due to commissions and incentive arrangements. The firm also hosts public educational workshops and uses a third‑party estate‑planning technology platform to deliver document services, features the brochure identifies as supplemental offerings beyond core portfolio management.
Client services
Expertise
Fee options
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
Main office location
Capital Wealth, LLC
1850 W. Ashton Blvd Suite 175
Lehi UT 84043, United States
Number of offices
1
Most active in
Arizona · California · Idaho · Texas · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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