Richard Spadaro
WLTH Capital Management · Gilbert, Arizona
Richard Spadaro is a fee-only financial advisor at WLTH Capital Management in Gilbert, Arizona. Richard focuses on tax planning and estate & legacy planning. WLTH Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | WLTH Capital Management |
|---|---|
| Based in | Gilbert, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $229.8M across 425 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 5385937 |
| Exams passed | Series 63 (2012) · Series 65 (2024) · Series 66 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | wlthcapitalmanagement.com |
| Profile |
How Richard's firm compares
- WLTH Capital Management's average account is about $541,000, from its Form ADV (assets managed divided by 425 accounts).
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Questions about Richard
Is Richard Spadaro a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard holds no broker registration, and WLTH Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Richard charge for financial advice?
Richard's firm, WLTH Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Richard Spadaro based?
Richard Spadaro is based in Gilbert, Arizona.
What does Richard specialize in?
Richard's specialties include tax planning and estate & legacy planning.
Is Richard Spadaro registered with the SEC?
Yes. Richard Spadaro is registered as an investment adviser representative in AZ (CRD 5385937), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does WLTH Capital Management manage?
WLTH Capital Management reports $229.8M across 425 accounts in assets under management.
How do I contact Richard Spadaro?
Through Richard's website, wlthcapitalmanagement.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- WLTH Capital Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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