Wt Wealth Management, LLC

Wt Wealth Management, LLC (CRD# 169566) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $311,105,350 in 2,429 accounts and serve the financial needs of clients across 14 states (or territories).

Current Firm Details
7161 East Rancho Vista Drive, Suite 112, Scottsdale, AZ 85251
https://mobile.twitter.com/wtwealthmgmt
By the Numbers
  • Total Assets Under Management
    311
    MILLION
  • Total Number of Accounts
    2,429
    ACCOUNTS
  • Average Account Value
    $128,080
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 11 - 12 of 12 top financial advisors.
11
Jackson Rogers, financial advisor Scottsdale AZ
Jackson S. Rogers
CRD#: 7169007
7161 East Rancho Vista Drive, Suite 112, Scottsdale, AZ 85251

Jackson Rogers (CRD# 7169007) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has over 4 years of experience in the finance industry.

12
Jacob West, financial advisor Scottsdale AZ
Jacob R. West
CRD#: 7785395
7161 East Rancho Vista Drive, Suite 112, Scottsdale, AZ 85251

Jacob West (CRD# 7785395) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.

PREV ... 1 2

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals