Cean Nicholas Kenefick-rogers
Investment adviser representative at Wlth Capital Management, LLC
11 yearsExperience
1 stateRegistered in
CFA, CFP® certificationDesignations
$229.8MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Wlth Capital Management, LLCApr 2025 to now
- Ironwood Wealth Management, LLCMay 2015 to Apr 2025
Designations
- CFA
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2004
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Wlth Capital Management, LLC
$229.8MAssets managed
81Clients
3Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4751006
- Firm CRD
- 335594