A complete list of active advisors currently associated with WLTH Capital Management, LLC

Warmer can help you find a great advisor at WLTH Capital Management, LLC or one who fits your needs even better.

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).

To learn more about the advisors currently working at WLTH Capital Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

You can also browse WLTH Capital Management, LLC's office locations.