Principal and Chief Compliance Officer · Wlth Capital Management, LLC
Cean N. Kenefick-Rogers
CRD 4751006 · Named on Form ADV at one SEC-registered adviser
At a glance
Wlth Capital Management, LLC, an SEC-registered wealth manager based in Chandler, AZ with $230 million in regulatory assets, lists Cean N. Kenefick-Rogers on its Form ADV as Principal and Chief Compliance Officer, a control person.
Firms and roles
- Wlth Capital Management, LLCPrincipal and Chief Compliance OfficerWealth manager · Chandler, AZ · $230M in regulatory assets
AtlasMembers
Cean’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
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- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Cean’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.