Wt Wealth Management, LLC
Wt Wealth Management, LLC (CRD# 169566) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $311,105,350 in 2,429 accounts and serve the financial needs of clients across 14 states (or territories).
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Total Assets Under Management311MILLION
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Total Number of Accounts2,429ACCOUNTS
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Average Account Value$128,080
- A percentage of assets under your management
- Hourly charges
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AZ, CA, FL, GA, ID, NE, NH, NV, NY, OR, TX, UT, WA, WY
Allen Atkins (CRD# 6239393) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry.
John Heilner (CRD# 2431461) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has over 12 years of experience in the finance industry.
Glenn Leest (CRD# 6234623) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry.
Kevan Phillips (CRD# 4382203) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Provo, UT and has over 22 years of experience in the finance industry.
Eileen Proud (CRD# 1019703) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has over 42 years of experience in the finance industry.
Brent Rankin (CRD# 6482037) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.
Robert Redwanc (CRD# 4354455) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has over 22 years of experience in the finance industry.
Ryan Stuart (CRD# 6639504) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has 1 year of experience in the finance industry.
Emy Tice (CRD# 6499262) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has over 8 years of experience in the finance industry.
Austin Rogers (CRD# 7518550) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Scottsdale, AZ and has over 2 years of experience in the finance industry.