This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-28-2017
- Office Locations
- 1
Office Locations
About Capital Wealth, LLC
Capital Wealth, LLC is a Lehi, UT RIA focused on strategic retirement income and tax planning for pre-retirees and retirees (including Utah/Idaho). The firm designs tax-efficient asset allocation and withdrawal strategies, with ETF-heavy portfolios, and provides ongoing planning across income, investments, taxes, healthcare and legacy through its proprietary Retirement Money Map. Featured in regional media outlets.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 2 advisory representatives and 290 clients, or 145 clients per representative. That equates to $399.8K in reported AUM per client.
The profile lists 1 reported office location and 9 years in operation. The source data was last updated on September 11, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
Explore the complete firm intelligence record
AdvizorPro subscribers can review Capital Wealth, LLC's detailed market signals, platform relationships, investment themes, and prospecting intelligence in one place.
Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
Unlock the underlying categories and values
The full Capital Wealth, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MICHAEL JOHN STEVENS
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5930565
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
CHAD BRIAN AUSTIN
--
- CRD
- #7672649
CORY PAUL CARLING
--
- CRD
- #7606747
Showing 2 of 4 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,955,340 | $182,320 |
| Non-Discretionary | $0 | -- |
| Total | $115,955,340 | $182,320 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
SMA allocation detail is available
Capital Wealth, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.