Wt Wealth Management, LLC

Wt Wealth Management, LLC (CRD# 169566) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $264,952,884 in 2,350 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    265
    MILLION
  • Total Number of Accounts
    2,350
    ACCOUNTS
  • Average Account Value
    $112,746
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Wt Wealth Management, LLC
Showing 1 - 10 of 12 top financial advisors.
1
Allen B. Atkins
CRD#: 6239393
7161 East Rancho Vista Drive, Suite 112, Scottsdale, AZ 85251

Allen Atkins (CRD# 6239393) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry.

2
John K. Heilner
CRD#: 2431461
7161 East Rancho Vista Drive, Suite 112, Scottsdale, AZ 85251

John Heilner (CRD# 2431461) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has over 12 years of experience in the finance industry.

3
Glenn J. Leest
CRD#: 6234623
7161 East Rancho Vista Drive, Suite 112, Scottsdale, AZ 85251

Glenn Leest (CRD# 6234623) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry.

4
Kevan S. Phillips
CRD#: 4382203
Provo, UT

Kevan Phillips (CRD# 4382203) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Provo, UT and has over 22 years of experience in the finance industry.

5
Eileen M. Proud
CRD#: 1019703
7161 East Rancho Vista Drive, Suite 112, Scottsdale, AZ 85251

Eileen Proud (CRD# 1019703) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has over 41 years of experience in the finance industry.

6
Brent L. Rankin
CRD#: 6482037
7161 East Rancho Vista Drive, Suite 112, Scottsdale, AZ 85251

Brent Rankin (CRD# 6482037) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.

7
Robert F. Redwanc
CRD#: 4354455
7161 East Rancho Vista Drive, Suite 112, Scottsdale, AZ 85251

Robert Redwanc (CRD# 4354455) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry.

8
Ryan P. Stuart
CRD#: 6639504
7161 East Rancho Vista Drive, Suite 112, Scottsdale, AZ 85251

Ryan Stuart (CRD# 6639504) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.

9
Emy A. Tice
CRD#: 6499262
7161 East Rancho Vista Drive, Suite 112, Scottsdale, AZ 85251

Emy Tice (CRD# 6499262) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.

10
Austin Rogers
CRD#: 7518550
7161 East Rancho Vista Drive, Suite 112, Scottsdale, AZ 85251

Austin Rogers (CRD# 7518550) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.

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