WT WEALTH MANAGEMENT, LLC

CRD 169566 · SEC 801-112701

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20865 NORTH 90TH PLACE, SUITE 105, SCOTTSDALE, AZ, 85255, United States

Phone

800-825-0616

Fax

928-225-3444

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$419.1M

Discretionary AUM

$405.9M

Team

16 total employees; 13 advisory reps; 4 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; THIRD PARTY ADVISER FEE

Org form

Limited Liability Company

Filing date

2026-03-02

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisersPublication of periodicalsEducational seminars

Client types

Type	Clients	AUM
Individuals	1028	$182.7M
High net worth individuals	105	$230.4M
Charitable organizations	2	$5.1M
State/municipal entities	2	$262K
Corporations/business entities	4	$534K

States served

AZ, CA, CO, GA, ID, NE, NV, NY, NC, OR, UT, WY, WA, TX, NH, FL

All web addresses on file

https://www.instagram.com/wtwealthmanagement
HTTPS://WWW.LINKEDIN.COM/COMPANY/WT-WEALTH-MANAGEMENT/
HTTP://WWW.WTWEALTHMANAGEMENT.COM
https://www.facebook.com/WTWealthMGMT
https://WWW.x.com.wtwealthmanagement
https://www.youtube.com/@WTWealthManagement

Official SEC filing: View on IAPD