Samuel Alejandro Rios-lazo
Investment adviser representative at Capital Wealth, LLC
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$116MFirm 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 assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Capital Wealth, LLCApr 2025 to now
- LPL Financial LLCJul 2023 to Apr 2025
- Mountain America CuJul 2023 to Apr 2025
- Utah Community Credit UnionJun 2021 to Jul 2023
- NuskinApr 2021 to Jun 2021
- SykesJan 2019 to Apr 2021
- Student/ UnemployedJul 2013 to Jan 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (UT).
Capital Wealth, LLC
$116MAssets managed
290Clients
4Advisers
Under 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
- 7783242
- Firm CRD
- 289574