Wt Wealth Management, LLC

Wt Wealth Management, LLC (CRD# 169566) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $55,000,000 in 350 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    55
    MILLION
  • Total Number of Accounts
    350
    ACCOUNTS
  • Average Account Value
    $157,143
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, CA, NY, WA

Financial Advisors at Wt Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
John K. Heilner
CRD#: 2431461
7161 East Rancho Vista Drive Suite 112, Scottsdale, AZ 85251
90
Wealthminder
score

John Heilner (CRD# 2431461) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has over 5 years of experience in the finance industry.

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