WT Wealth Management, LLC

RIASEC Registered

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 provides wealth management and financial planning to individuals, families and institutional clients. The firm is SEC-registered (registered in 2018) and operates as a capital allocator, directing client capital into third‑party managers as well as traditional pooled funds. Its service mix includes fee‑based portfolio management (percentage of AUM), hourly advisory work and other fee arrangements, plus insurance brokerage. Advisory offerings span comprehensive financial planning, portfolio management for individuals and small businesses as well as institutions, selection of other advisers, pension consulting support, and client education through publications and seminars. The firm reports being an active ESG investor, indicating environmental, social and governance considerations are integrated into at least some investment decisions or manager selection processes.