Capital Wealth delivers personalized wealth strategies for high-net-worth individuals and families across Los Angeles. Founded by Kamlesh Khatri, CFA, with over 22 years of fiduciary excellence.
Capital Wealth Financial Advisors was founded in 2003 by Kamlesh Khatri with a singular mission: to provide unbiased, fiduciary financial guidance to individuals and families who demand excellence. Based in Century City, we manage over $840M in client assets with a team of 14 credentialed advisors specializing in comprehensive wealth management.
Years Experience
Assets Managed
Clients Served
Comprehensive financial solutions tailored to your unique goals and circumstances.
Holistic portfolio management with personalized asset allocation strategies designed for long-term growth and capital preservation.
Strategic retirement income planning, 401(k) optimization, and Social Security maximization to secure your post-career lifestyle.
Advanced tax-loss harvesting, Roth conversion strategies, and year-round planning to minimize your tax burden legally.
Trust structuring, wealth transfer strategies, and charitable giving plans to protect and pass on your legacy efficiently.
Exit planning, succession strategies, and executive compensation optimization for entrepreneurs and business owners.
What sets us apart in Los Angeles financial advisory.
We are legally obligated to act in your best interest — always. No commissions, no conflicts.
No cookie-cutter plans. Every strategy is built around your unique financial DNA.
22 years of consistent, risk-adjusted returns through multiple market cycles.
Clear, competitive fee structure with no hidden charges. You always know what you pay.
Hear from those who've trusted us with their financial future.
Capital Wealth transformed my retirement outlook entirely. Jonathan and his team crafted a strategy that gave me the confidence to retire three years earlier than I expected. Their attention to detail is unmatched.
After selling my tech startup, I needed serious guidance on wealth preservation. Capital Wealth's tax optimization strategy alone saved me over $1.2M in the first year. They truly understand entrepreneurs.
My family has worked with Capital Wealth for over a decade. Their estate planning expertise ensured a seamless generational wealth transfer. Professional, responsive, and genuinely caring.
Proudly serving clients throughout Greater Los Angeles.
A glimpse into our Century City headquarters.
Schedule a complimentary 30-minute consultation to discuss your goals. No obligation, no pressure — just clarity.
Phone: +91 9427425221
Email: bestwebsitemaker@gmail.com
WhatsApp: +91 94274 25221