Wt Wealth Management, LLC
● SEC registered since 2018CRD 169566SEC# 801-112701Scottsdale, AZ
Reg. AUM
$419.1M
Employees
16
Accounts
2,734
Location
Scottsdale, AZ
Wt Wealth Management, LLC assets under management
Wt Wealth Management, LLC operates as an SEC-registered investment adviser based in Scottsdale, AZ. The firm has been registered since 2018. It reports $419.1 million in regulatory assets under management and employs 16 people.
Wt Wealth Management, LLC owners & executives
8 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| David Glenn Johnson Control | Chief Compliance Officer | Under 5% | 2025 |
| John Kenneth Heilner Control | Chief Investment Officer | Under 5% | 2013 |
| Westerntrust, LP Control | Owner | Over 75% | 2013 |
See all 8 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Wt Wealth Management, LLC manage?
Wt Wealth Management, LLC reports $419.1 million in regulatory assets under management on its Form ADV.
How many employees does Wt Wealth Management, LLC have?
Wt Wealth Management, LLC reports 16 employees.
Where is Wt Wealth Management, LLC located?
Wt Wealth Management, LLC is based in Scottsdale, AZ and has been SEC-registered since 2018.
Does Wt Wealth Management, LLC disclose fund performance?
Wt Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 20865 North 90th Place, Suite 105, Scottsdale, AZ 85255 |
| Phone | 800-825-0616 |
| Fax | 928-225-3444 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Los Angeles Regional Office (LARO) |
| CIK | 1780507 |
| Discloses disciplinary history | No |
Regulatory AUM
$419.1M▲ 35%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 53%
Larger than 47% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$419.1Mregulatory AUM
Discretionary $405.9MNon-discretionary $13.1M