Wt Wealth Management, LLC
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 169566
- SEC number
- 801-112701
- Firm type
- RIA
- Assets under management
- $419.1M as of Mar 2, 2026
- Website
- www.linkedin.com/COMPANY/WT-WEALTH-MANAGEMENT ↗
- Phone
- 800-825-0616
- Address
- 20865 North 90th Place, Scottsdale, AZ, 85255
Advisors at this firm
12 in our index · page 1 of 1
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Allen Brann AtkinsCRD 6239393 · Flagstaff, AZIA Registered
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John Kenneth HeilnerCRD 2431461 · Scottsdale, AZIA Registered
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Glenn Jordan LeestCRD 6234623 · Flagstaff, AZIA Registered
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Kevan Scott PhillipsCRD 4382203 · Provo, UTIA RegisteredRegistration inactive
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Eileen Mariel ProudCRD 1019703 · Tampa, FLIA RegisteredDisclosure event(s) on record
-
Robert F RedwancCRD 4354455 · Tampa, FLIA Registered
-
Brent L. RankinCRD 6482037 · Wayne, NEIA RegisteredRegistration inactive
-
Austin RogersCRD 7518550 · Las Vegas, NVIA Registered
-
Jackson Scott RogersCRD 7169007 · Scottsdale, AZIA Registered
-
Thomas Clayton SimmonsCRD 2045436 · Scottsdale, AZIA RegisteredDisclosure event(s) on record
-
Emy Annette TiceCRD 6499262 · Flagstaff, AZIA Registered
-
Jacob Richard WestCRD 7785395 · Sandy, UTIA Registered
1–12 of 12
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 169566 ↗
FINRA BrokerCheck record for firm CRD 169566 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.