WT WEALTH MANAGEMENT, LLC

20865 North 90th Place
Suite 105
Scottsdale, Arizona 85255
Tel: 800-825-0616

About WT WEALTH MANAGEMENT, LLC

WT WEALTH MANAGEMENT, LLC, formally registered with the SEC as WT WEALTH MANAGEMENT, LLC. The firm was established in 03/30/2018. They have over 5 offices throughout the country.

WT WEALTH MANAGEMENT, LLC is a Scottsdale, Arizona based Financial Planning firm with nearly $311,105,350 assets under management, offering retirement planning & investment advisory services to 2429 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	169566
SEC#	801-112701
Assets Managed by Firm	$311,105,350
No. of Clients	2429
No. of Advisors	18

Fee Structure

A percentage of AUM
Hourly charges
Other (FEES FOR EDUCATIONAL SEMINARS)

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops
Other (VARIABLE ANNUITIES)

Firm Client Information

	No. of Clients	AUM
Firm Total	2429	$311,105,350
Individuals (other than high net worth individuals)	1031	$159,983,978
High net worth individuals	70	$147,067,595
Pension and profit sharing plans	Fewer than 5 clients	$14,804
Charitable organizations	Fewer than 5 clients	$3,492,572
Corporations or other businesses	Fewer than 5 clients	$539,365

More Retirement Planning firms in Scottsdale, Arizona:

Firm Name	Assets Under Management	Total Clients	Total Advisors
VOYA INVESTMENTS, LLC 7337 E. Doubletree Ranch Road, Suite 100 Scottsdale, AZ, 85258-2034	$57,786,360,253	69	121
GI PARTNERS 6720 N Scottsdale Road, Suite 350 Scottsdale, AZ, 85253	$32,630,475,936	25	152
DAVIS SELECTED ADVISERS LP 3600 E. Hemisphere Loop Tucson, AZ, 85706-5041	$22,942,793,322	142	123
BALBEC CAPITAL MANAGEMENT LP 7114 E Stetson Drive, Suite 250 Scottsdale, AZ, 85251	$6,370,551,613	20	105
SMEAD CAPITAL MANAGEMENT, INC. 2502 East Camelback Road, Suite 210 Phoenix, AZ, 85016	$6,072,332,268	87	17

Explore More Retirement Advisors in Scottsdale, Arizona

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.