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Advisor at WLTH CAPITAL MANAGEMENT, LLC
CHANDLER, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| WLTH CAPITAL MANAGEMENT, LLC | Independent wealth | May 21, 2026 | n/a | yes | CHANDLER, AZ | Current employment |
| IRONWOOD WEALTH MANAGEMENT, LLC | Independent wealth | Jun 18, 2025 | Mar 25, 2026 | no | CHANDLER, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IRONWOOD WEALTH MANAGEMENT, LLC | WLTH CAPITAL MANAGEMENT, LLC | Mar 25, 2026 | May 21, 2026 | 57 | Firm change | RIA to RIA |