Assets Under Management
$57.5M
Number of Clients
248
Number of Advisors
3
Average Client AUM
$232K
AUM per Advisor
$19.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Capital Wealth, LLC assesses client needs, provides financial planning, and implements asset allocation by recommending third-party investment managers. They monitor TPMM performance and have discretionary authority to hire/fire TPMMs. They also offer financial planning and consulting services on a limited basis.
1850 W. Ashton Blvd Suite 175, Lehi, UT, 84043