$116.0M Total AUM
$116.0M Disc. AUM
-- 3Y CAGR
7 Employees
290 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 08-25-2017
- Office Locations
- 1
Office Locations
1850 W. Ashton Blvd Suite 175 Lehi UT
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.
Team overview
37 AVG AGE
$58.0M AVG AUM / ADVISOR
$399.8K AVG AUM / CLIENT
5.1 yrs AVG TENURE
7 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Quantum optima Ember insight
Client Personas
Wave atlas
Custodian
Beacon matrix Crest Prime peak Insight timber Bridge foundation Pioneer Radial fusion Focus insight Quantum Peak summit Timber ridge Summit
Fund Managers
Timber vital
Investment Themes
Matrix north Focus beacon Vector glacier Prime Harbor
Investment Vehicles
Pathway
Platform
Crest Pioneer focus
Services
Matrix momentum Crest Beacon alpha Focus value Element Unison north Optima bridge Zenith Meridian Ridge
Owner & Executives
M
MICHAEL JOHN STEVENS
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5930565
- Ownership
- 75% or more
(205) 869-3114
capital.atlas@pioneercapital.com
in linkedin.com/in/delta-horizon
Showing 1 of 1 owners & executives
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C
CHAD BRIAN AUSTIN
--
- CRD
- #7672649
(708) 204-4106
harbor.timber@alphacapital.com
in linkedin.com/in/alpha-prime
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $115,955,340 | -- |
| Non-Discretionary | $0 | -- |
| Total | $115,955,340 | -- |
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Separately Managed Accounts
Total SMA Asset: $115,955,340
Equity - Exchange:
45.5% Public Funds:
19.2% Cash:
35.3% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $454,945,372 | 45.5% |
| Public Funds | $191,976,948 | 19.2% |
| Cash | $352,957,618 | 35.3% |
| Total | $999,879,938 | 100.0% |