WLTH Capital Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
WLTH Capital Management provides discretionary investment management and financial planning to individuals, high‑net‑worth clients, trusts, estates and businesses. The firm’s services include wealth management, standalone financial planning, cash management, and retirement plan advisory services, including acting as an investment fiduciary for certain plans.
Portfolios are constructed primarily with mutual funds and exchange‑traded funds using fundamental analysis and a generally long‑term orientation, with allocations tailored to each client’s objectives and risk tolerance. The firm also operates programmatic offerings for smaller or legacy accounts that are managed separately from core wealth management relationships (without consolidated asset‑location treatment) and uses third‑party platforms to access held‑away retirement and participant accounts.
Founded in 2025, the advisor manages a multi‑hundred‑million dollar pool of client assets with a three‑person advisory team and a relatively small client base, an uncommon combination for a firm of its age and size. The firm accepts limited forms of custody that include the ability to move cash outside primary custodians—subject to an annual surprise independent examination—and its senior personnel hold multiple advanced professional credentials (for example, CFP and CFA).
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial planning services fees up to $10,000 per engagement, fixed fee; $1,000 onboarding fee for Foundations Program clients
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $4,000,000: 0.60% $4,000,001+: 0.50%
Account minimum: $1,000,000 (minimum annual fee equivalent) Minimum fee: $10,000 annual minimum fee equivalent to $2,500 per quarter for accounts under $1,000,000 Fee-only: Yes, advisory fees based on AUM with minimum fees and fixed fees for standalone financial planning
Main office
See office3200 West Ray Road, Suite 237
Chandler AZ 85226
Advisors at this office
2
Offices (2)
Most active in
Arizona
Also doing business as
Axtura Wealth Management, LLC · Wlth Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Richard S
Series 63, Series 65, Series 66
Chandler, AZ
WLTH Capital Management, LLC
Richard Spadaro is a financial advisor at WLTH Capital Management, LLC with one year of industry experience. He holds Series 63, 65, and 66 licenses. Prior to joining WLTH Capital Management in 2025, he worked at Intel Corporation for ten years. WLTH Capital Management offers discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a long-term, fundamental analysis approach primarily using mutual funds and ETFs, with customized allocations based on client objectives and risk tolerance.
Cean K
CFP®, CFA®, Series 66
Chandler, AZ
WLTH Capital Management, LLC
Cean Kenefick Rogers is a CFP® and CFA® with 19 years of experience in the financial industry. He has worked at WLTH Capital Management, LLC since 2025 and previously held roles at Ironwood Wealth Management, LLC, Ironwood Financial, LLC, and Marathon Advisors, Inc. Outside of advising, he serves as the treasurer for the Wellington Estates Homeowner Association in Chandler, AZ. WLTH Capital Management provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, and businesses. The firm uses fundamental analysis and a long-term orientation to construct portfolios primarily with mutual funds and exchange-traded funds, tailoring allocations to client objectives and risk tolerance.
Rodney W
CFA®
Chandler, AZ
WLTH Capital Management, LLC
Rodney Weeks is a CFA® charterholder with one year of experience at WLTH Capital Management, LLC. He previously worked for six years at Ironwood Wealth Management, LLC, and three years at JPMorgan Chase & Co. He also has four years of experience affiliated with the University of Arizona. WLTH Capital Management provides discretionary investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and businesses. The firm’s approach emphasizes fundamental analysis and a generally long-term orientation with customized portfolio allocations using mutual funds and exchange-traded funds.
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