Wt Wealth Management, LLC

Wt Wealth Management, LLC (CRD# 169566) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $138,579,036 in 640 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    640
    ACCOUNTS
  • Average Account Value
    $216,530
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AZ, CA, NV, NY, TX, UT, WA, WY

Financial Advisors at Wt Wealth Management, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Allen B. Atkins
CRD#: 6239393
Flagstaff, AZ 86001

Allen Atkins (CRD# 6239393) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Flagstaff, AZ and has over 6 years of experience in the finance industry.

2
Jacob N. Biliack
CRD#: 6581939
Flagstaff, AZ 86001

Jacob Biliack (CRD# 6581939) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Flagstaff, AZ and has over 3 years of experience in the finance industry.

3
Ronald F. Getto
CRD#: 1558084
Flagstaff, AZ 86001

Ronald Getto (CRD# 1558084) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Flagstaff, AZ and has over 13 years of experience in the finance industry.

4
Daniel R. Goodman
CRD#: 6797466
Flagstaff, AZ 86004

Daniel Goodman (CRD# 6797466) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Flagstaff, AZ and has 1 year of experience in the finance industry.

5
Matthew J. Haertzen
CRD#: 2405742
Flagstaff, AZ 86001

Matthew Haertzen (CRD# 2405742) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Flagstaff, AZ and has 1 year of experience in the finance industry.

6
John K. Heilner
CRD#: 2431461
Scottsdale, AZ 85251

John Heilner (CRD# 2431461) 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.

7
Glenn J. Leest
CRD#: 6234623
Flagstaff, AZ 86001

Glenn Leest (CRD# 6234623) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Flagstaff, AZ and has over 6 years of experience in the finance industry.

8
Ryan P. Stuart
CRD#: 6639504
Flagstaff, AZ 86001

Ryan Stuart (CRD# 6639504) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Flagstaff, AZ and has 1 year of experience in the finance industry.

9
Emy A. Tice
CRD#: 6499262
Flagstaff, AZ 86001

Emy Tice (CRD# 6499262) is an Investment Advisor Representative working at Wt Wealth Management, LLC in Flagstaff, AZ and has over 4 years of experience in the finance industry. Emy Tice has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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