Wt Wealth Management, LLC is a large advisory firm based in Scottsdale. It manages $138.58 million of regulatory assets for 640 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Alaska, Arizona, California, and 5 other states.
Wt Wealth Management provides financial planning services, portfolio management for individuals and small businesses, publication of newsletters, and educational seminars and workshops. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wt Wealth Management, LLC is $138.58 million. The firm's AUM has grown by 270% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wt Wealth Management, LLC for their services and products based on a percentage of assets under management and hourly charges. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Wt Wealth Management is individuals with 538 clients and $82.68 million of assets under management. Among the 8 most similar advisory firms, Wt Wealth Management has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $135.72 million for 578 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Wt Wealth Management doesn't advise any private funds.
The company employs 13 people that are either part- or full-time employees. 85 percent of the employees work as investment advisers or researchers. 11 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
John Kenneth Heilner has served as the Chief Investment Officer since 1 Oct 2013. David Glenn Johnson joined the executive team most recently as the President And Chief Compliance Officer.
The principal office where Wt Wealth Management, LLC performs its advisory services is located at 7161 East Rancho Vista Drive, Scottsdale, AZ 85251, which is also the mailing address of the firm. An additional office of the firm is in Las Vegas, NV. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 800-825-0616 or by fax 480-219-3613. The normal business hours are 7:30 am to 4:00 pm on Monday - Friday. You can find more information about the New York firm at wtwealthmanagement.com.