Cean Kenefick-Rogers has been Principal and Chief Compliance Officer of WLTH Capital Management since March 2025, is a control person of the firm and directly owns 75% or more of it.
WLTH Capital Management, LLC is a Chandler, AZ firm with $230M under management, 81 clients and 3 advisers in one office, as of its September 2026 filing.
Cean Kenefick-Rogers is Founder & CEO of WLTH Capital Management. He has over 20 years of experience in the financial services industry and works with high-net-worth clients with complex investment needs. He focuses on helping individuals and families understand the value of professional guidance.
Cean Kenefick-Rogers’ longest registration was 9 years at Ironwood Wealth Management, LLC (2015–2025). Before joining WLTH Capital Management in 2025, Cean Kenefick-Rogers was registered through Ironwood Wealth Management, LLC and Ironwood Financial, LLC.
- WLTH Capital Management, LLCCurrent– present · 1 yearChandler, AZ · Adviser representative · Firm CRD 335594
- Ironwood Wealth Management, LLC– · 9 yearsChandler, AZ · Adviser representative · Firm CRD 200511
- Ironwood Financial, LLC– · 6 yearsTucson, AZ · Adviser representative · Firm CRD 151004
- Marathon Advisors, Inc– · 2 yearsPhoenix, AZ · Adviser representative · Firm CRD 113696
Professional designations
Listed by WLTH Capital Management
- CFA
- CFP®
- AIF®
- CPWA®
Investment adviser representative registrations
Cean Kenefick-Rogers is registered as an investment adviser representative in Arizona, since April 2025.
- ArizonaSince 28 April 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 4 | Registered Options Principal Examination | 12 February 2007 |
| Series 51 | Municipal Fund Securities Principal Examination | 9 October 2006 |
| Series 24 | General Securities Principal Examination | 25 September 2006 |
| Series 7 | General Securities Representative Examination | 4 March 2004 |
| Series 66 | Uniform Combined State Law Examination | 13 February 2004 |
- Name
- Registered Options Principal Examination
- Name
- Municipal Fund Securities Principal Examination
- Name
- General Securities Principal Examination
- Name
- General Securities Representative Examination
- Name
- Uniform Combined State Law Examination
- Full name
- Cean Nicholas Kenefick-Rogers
- CRD
- 4751006
- Firm
- WLTH Capital Management · CRD 335594
- Role
- Principal and Chief Compliance Officer
- Office
- Chandler, AZ
- Registration
- Investment adviser registration
- In the industry since
- August 2007
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wlthcapitalmanagement.com
Where does Cean Kenefick-Rogers work?
Cean Kenefick-Rogers has been Principal and Chief Compliance Officer of WLTH Capital Management, LLC since March 2025, and is a control person of the firm.
Is Cean Kenefick-Rogers a financial advisor?
Yes. Cean Kenefick-Rogers has a current investment-adviser registration in Arizona, through WLTH Capital Management since April 2025.
How many years of experience does Cean Kenefick-Rogers have?
Cean Kenefick-Rogers has 19 years in the financial industry, since August 2007, across 4 adviser firms.
What exams has Cean Kenefick-Rogers passed?
Cean Kenefick-Rogers has passed 5 licensing exams: the Series 66, Series 7, Series 24, Series 51 and Series 4. The earliest, the Series 66, was passed in February 2004.
Where did Cean Kenefick-Rogers work before WLTH Capital Management?
Before WLTH Capital Management, Cean Kenefick-Rogers was registered through Ironwood Financial, LLC, October 2009 to February 2016; Marathon Advisors, Inc, April 2004 to June 2006.
Where is Cean Kenefick-Rogers based?
Cean Kenefick-Rogers’ registered office is in Chandler, AZ.
Is Cean Kenefick-Rogers registered with FINRA?
No. Cean Kenefick-Rogers has no current broker registration.
Is Cean Kenefick-Rogers a CFP?
WLTH Capital Management lists Cean Kenefick-Rogers with the CFP credential (“CFP®”) on its website. CFP Board confirms certification status.
Source: Cean Kenefick-Rogers biography, wlthcapitalmanagement.com
Is Cean Kenefick-Rogers a CFA charterholder?
WLTH Capital Management lists Cean Kenefick-Rogers with the CFA credential (“CFA”) on its website. CFA Institute confirms certification status.
Source: Cean Kenefick-Rogers biography, wlthcapitalmanagement.com
How can I verify Cean Kenefick-Rogers’ record?
Search CRD 4751006 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cean Kenefick-Rogers’ full registration record.