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

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