WT WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2018

Total AUM

$419M

Discretionary

$406M

97% of AUM

Avg account

$153K

Accounts

2,734

Employees

16

Advisory reps

13

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, SEC-registered registered investment adviser that has been active since 2018. The firm operates as a capital allocator for both individual/family and institutional clients, combining fee-based portfolio management and financial planning with insurance brokerage. Its advisory capabilities include portfolio management for individuals, small businesses and institutions, pension consulting, selection of sub-advisers, and client education through publications and workshops. The firm identifies as an active ESG investor and maintains formal relationships with accounting and law firms for client servicing and referrals.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Public Funds/Mutual Funds70%
Exchange Traded Equities28%
Cash & Cash Equivalents2%

Owners & executives

3 of 3

David Johnson
President, Chief Compliance OfficerCRD 6749802
JOHN HEILNER
Chief Investment OfficerCRD 2431461
Jackson Rogers
Chief Compliance OfficerCRD 7169007

Contacts

3 of 10

THOMAS SIMMONS
Investment Advisor RepresentativeCRD 2045436
Brent Rankin
Investment AdvisorCRD 6482037
GLENN LEEST
Senior Investment AdvisorCRD 6234623

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Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 90

Active vs passive

$266M in ETFs

Passive

73%

$193M

Active

22%

$73M

ETF	Provider	Style	Category	Value	Shares	% of portfolio
SCHWAB US BROAD MARKET ETF (SCHB)	Schwab	Passive	Large Blend	$29.5M	1,173,635	11.09%

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Primary office

Scottsdale, AZ

MARICOPA

Location

Scottsdale, AZ

Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area: Phoenix-Mesa, AZ
Region: West
County: MARICOPA
Address: 20865 N 90th Pl
Time zone: MT (UTC-7)
Office locations

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