Rodney Weeks
WLTH Capital Management · Chandler, Arizona
Rodney Weeks is a fee-only financial advisor at WLTH Capital Management in Chandler, Arizona, who holds the CFA credential. Rodney focuses on tax planning and estate & legacy planning. WLTH Capital Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Rodney →
Specialties
Facts
| Firm | WLTH Capital Management |
|---|---|
| Based in | Chandler, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $229.8M across 425 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in AZ · CRD 8087121 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | wlthcapitalmanagement.com |
How Rodney's firm compares
- WLTH Capital Management's average account is about $541,000, from its Form ADV (assets managed divided by 425 accounts).
Request an introduction to Rodney
Tell Rodney a little about what you're looking for. Rodney isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Rodney
Is Rodney Weeks a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rodney 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 Rodney charge for financial advice?
Rodney's firm, WLTH Capital Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Rodney Weeks based?
Rodney Weeks is based in Chandler, Arizona.
What does Rodney specialize in?
Rodney's specialties include tax planning and estate & legacy planning.
What credentials does Rodney Weeks hold?
Rodney Weeks holds the CFA credential.
Is Rodney Weeks registered with the SEC?
Yes. Rodney Weeks is registered as an investment adviser representative in AZ (CRD 8087121), 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 Rodney Weeks?
Through Rodney'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.
See something wrong? Request a correction. Read our methodology.