| 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 |
Wt Wealth Management, LLC reports $385.2 million in regulatory assets under management on its Form ADV.
Wt Wealth Management, LLC reports 18 employees.
Wt Wealth Management, LLC is based in Scottsdale, AZ and has been SEC-registered since 2018.
Wt Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $377M |
| Non-discretionary | $8.2M |
| Total (RAUM) | $385.2M |