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 has been SEC-registered since 2019. The firm is owned by a mix of a domestic entity and an individual and is labeled in available records as "unclassified" rather than fitting a standard advisory subtype. Publicly reported flags indicate the firm is not a capital allocator, does not identify as an active ESG investor, and is not listed as a pension consultant or related adviser. The snapshot contains little detail on the firm's business model, fee schedules, or specific advisory activities. Those line items are blank in the record, so there is no published description of client segments, investment mandates, or fee arrangements to review.

Assets & Accounts

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

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth