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 advises individuals, high‑net‑worth clients, trusts, estates and businesses, delivering discretionary portfolio management, written financial planning, cash‑management solutions, and retirement‑plan advisory services. The firm also offers standalone planning and tiered Foundations and Legacy programs designed for early‑career accumulators and clients in decumulation phases. The firm follows a fundamental, generally long‑term investment approach and typically constructs portfolios from mutual funds and ETFs while tailoring allocations to each client’s goals and risk tolerance; wealth management clients’ accounts are managed with aggregate portfolio construction and asset‑location considerations. Foundations and Legacy accounts are managed on an account‑by‑account basis (without asset‑location treatment), and WLTH Capital uses third‑party access platforms to link to and, where permitted, facilitate management of held‑away participant retirement accounts. Compared with many peers of similar advisor headcount, WLTH Capital is notable for managing over $200 million of client assets while adding services less common at this scale, including acting as a 3(38) investment fiduciary for retirement plans and employing third‑party platforms for held‑away plan access. The firm also maintains a formal family‑billing aggregation policy, participates in institutional custody platforms that provide technology and research support, and its team brings prior institutional and wealth‑management experience and advanced professional credentials.

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.

Name	Location	Years of experience
Cean Kenefick Rogers	Chandler, AZ	19
Richard Spadaro	Chandler, AZ	1
Rodney Weeks	Chandler, AZ	1

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