CRD: 335594
Wlth Capital Management, LLC
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- Custodian
- Charles Schwab & Company · Fidelity/NFS · JP Morgan
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-24-2025
- Office Locations
- 3
Office Locations
About Wlth Capital Management, LLC
WLTH Capital Management is an Arizona-based RIA providing comprehensive financial planning and goal-oriented portfolio management, with tax planning/coordination and charitable giving integrated into the plan. Led by founder Cean Kenefick-Rogers (CFA, CFP, AIF), the firm focuses on high-net-worth clients with complex needs; portfolios commonly use ETFs and may include private funds. Custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
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Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
CEAN NICHOLAS KENEFICK-ROGERS
Chief Compliance Officer, PRINCIPAL
- CRD
- #4751006
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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RICHARD JOHN SPADARO
MANAGING DIRECTOR
- CRD
- #5385937
Rodney Weeks
--
- CRD
- #8087121
Showing 2 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $229,766,959 | $540,628 |
| Non-Discretionary | $0 | -- |
| Total | $229,766,959 | $540,628 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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