Chad Brian Austin

Capital Wealth, LLC

2 Years of Experience

Sells Insurance

View SEC Summary

Areas of Practice

Financial Planning & CoachingRetirement PlanningTax PlanningInsurance PlanningHigh Net Worth

Capital Wealth, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

248 clients

Average Client Portfolio

$232K average

Assets Under Management

$57.5M

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

Location

1850 W. Ashton Blvd Suite 175, Lehi, UT, 84043

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Chad is an insurance agent selling fixed insurance through CWA Insurance Services, LLC. This activity takes about half of Chad's time.

Employment History

Current Registrations

Capital Wealth, LLC

March 2025 - Present · 11 mos

Previous Registrations

Fidelity Personal and Workplace Advisors

December 2023 - January 2025 · 1 yr 1 mo

Fidelity Brokerage Services LLCBroker

March 2023 - January 2025 · 1 yr 10 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.