WT Wealth Management, LLC

RIASEC RegisteredEst. 2018

Total AUM

$419M

Discretionary

$406M

97% of AUM

Avg account

$153K

Accounts

2,734

Employees

Advisory reps

Firm details

Headquarters: Scottsdale, Arizona
CRD number: 169566
Registered since: March 30, 2018
Website: www.wtwealthmanagement.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Other
Client types: HNWI54.99%
Individuals43.6%
Charitable Organizations1.22%
Corporations / Businesses0.13%
State / Municipal Government0.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

WT Wealth Management, LLC is an independent registered investment adviser that combines fee-based portfolio management with insurance brokerage and financial planning. The firm serves both individual and institutional clients and advertises a capital allocation role, suggesting it sources third-party managers in addition to managing client portfolios directly. Service offerings listed in regulatory filings include comprehensive financial planning, discretionary and non-discretionary portfolio management for individuals, small businesses and institutions, pension consulting and manager selection, plus client education through newsletters and seminars. The firm identifies as an active ESG investor and charges fees on an AUM basis alongside hourly and other fee arrangements.