Capital Wealth, LLC: new SEC registration, $116M AUM, Lehi, UT
Capital Wealth, LLC (Lehi, Utah): new SEC registration, $116M AUM, Lehi, UT. Its amount of 116 is below the median of 134 (33rd percentile). Dated 83 days ago, it serves as a historical benchmark. Score 45/100. As of 2026-10-28, from SEC monthly roster of registered investment advisers (Form ADV data).
Data as of · Compiled by Zalwin from SEC monthly roster of registered investment advisers (Form ADV data)
amount: 116 · 33th percentile of 1,149 NewRiaPulse records · 0.9x the median
Free preview: all 11 published fields of this record are shown below. Locked: 18 related UT NewRiaPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Firm | Capital Wealth, LLC |
| Legal name | Capital Wealth, LLC |
| CRD | 289574 |
| Status | Approved |
| Registered with the SEC | 2026-08-13 |
| Latest Form ADV filing | 2026-09-11 |
| Location | Lehi, UT, United States |
| Regulatory AUM | $115,955,340 |
| Accounts | 636 |
| Employees | 7 |
| Website | HTTP://WWW.CAPITALWEALTH.COM |
| amount percentile | 33th of 1,149 (median 134, 0.9x median) |
| Peer records CSV (19 UT records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
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CSV columns: Firm · AUM · Accounts · City · State · Registered · official source URL
- Source agency: SEC monthly roster of registered investment advisers (Form ADV data)
- Record date: 2026-08-13
- Data refreshed: 2026-10-28
- Refunds on request within 14 days
Top NewRiaPulse records (UT first): West Rim II Ugp, LLC · Tanara Wealth Management LLC · Olympus Peaks Financial, LLC · Heaton Financial, Pc · Larson Williams Wealth Advisors, LLC · Browse all by state and category →
LIVE PUBLIC DATA Source: SEC monthly roster of registered investment advisers (Form ADV data) · Last refreshed: Wed, 28 Oct 2026 20:49:58 GMT
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Peer benchmark and outreach value: Capital Wealth, LLC and 19 Utah peers
- Utah NewRiaPulse records like this one: 19
- Capital Wealth, LLC's amount: 33rd percentile of 1,149 records
- Timing: Low: older than 30 days
- Estimated pipeline if you contact every Utah peer: $3,800 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
45 / 100 Score
- $116M under management.
- Website on file.
What is the NewRiaPulse record for Capital Wealth, LLC in Lehi, Utah?
Capital Wealth, LLC received SEC registration as an investment adviser (2026-08-13) with $115,955,340 in regulatory assets under management, based in Lehi, UT.
How does Capital Wealth, LLC compare to other Utah NewRiaPulse records?
Its amount of 116 is below the median (33th percentile); smaller records often move faster and face less competition. It is 83 days old; check the official source for later updates before acting.
Capital Wealth, LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Capital Wealth, LLC | Lehi, UT | 116 | 33rd | 2026-08-13 |
| Knecht Capital Management, LLC | 116 | 33rd | 2026-09-23 | |
| Crosspoint Capital Management | Orinda, CA | 117 | 34th | 2026-09-22 |
| Leonard Advisory Group LLC | Saint Joseph, MI | 114 | 30th | 2026-09-16 |
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From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.