Jwtt, LLC

Broker-DealerFINRA MemberEst. 2019
Total AUM
Advisory reps
13
Avg account
$0

Firm details

Headquarters
Bend, Oregon
CRD number
299410
Registered since
August 22, 2019

Firm profile

FINTRX

Overview

Jwtt, LLC is organized as a limited liability company and is SEC-registered, with registration recorded in 2019. Ownership is described as a combination of a domestic entity and an individual. The firm is classified as "Unclassified" in the source summary. The available record flags several negative designations rather than service details: Jwtt, LLC is not identified as a capital allocator, is not marked as an active ESG investor, is not listed as a multi-state adviser, and is not categorized as a newly formed adviser. It also is not recorded as a pension consultant or a related adviser. The firm has not disclosed granular information about its client types, fee schedules, specific advisory activities, investment preferences, or manager allocation tendencies in the summary data, so those operational and portfolio details are unavailable from the provided materials.

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

2 of 2
  • Joey Warmenhoven

    Joey Warmenhoven

    CEOCRD 2749033

  • Malcolm Winks

    Malcolm Winks

    CFOCRD 5153752

Contacts

3 of 11
  • Christopher Clark

    Chairman of the BoardCRD 1952666

  • Thomas Parigian

    Senior Managing PartnerCRD 1398840

  • Thomas Thiel

    Thomas Thiel

    President and Co-FounderCRD 5581270

Unlock 8 more contacts

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

Bend, OR

Deschutes

Location

Bend, OR

Headquartered in Bend, OR, anchoring the Bend-Prineville, OR metro in the West.

Metro area
Bend-Prineville, OR
Region
West
County
Deschutes
Address
19980 J W Brown Rd
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth