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CAPITAL WEALTH, LLC

LEHI, UT · CRD 289574 · IAPD ↗ · capitalwealth.com · 8012102800

$116.0MRegulatory AUM
2Advisory reps
7Employees
0Clients
251-500Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — CAPITAL WEALTH, LLC (LEHI, UT) is newly SEC-registered with $116.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.