|
⚲
|
| WT Wealth Management LLC
✚
| |
|---|---|
| CRD # | 169566 |
| SEC # | 801-112701 |
| CIK # | 0001780507 |
| AUM | $311.1 MM (2024-03-27) |
| Employees | 19 (79% Investors, 0% Brokers) |
| Phone | 800-825-0616 |
| Address | 7161 East Rancho Vista Drive Scottsdale, AZ 85251 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,031 | 160.0 |
| (b) Individuals (high net worth individuals) | 70 | 147.1 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 3.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,429 | 311.1 |
| By Discretionary | ||
| Discretionary | 2,331 | 301.2 |
| Non-Discretionary | 98 | 9.9 |
| Total | 2,429 | 311.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 311.1 | |
| Total | 2,429 | 311.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001780507] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Elevate Wealth Advisory Inc
✚
|
GA | 0.3 |
|
Artemis Financial Advisors LLC
✚
|
MA | 0.3 |
|
Drake & Associates LLC
✚
|
WI | 0.3 |
|
Eagle Wealth Management Group Inc
✚
|
CA | 0.3 |
|
Parkview US LLC
✚
|
NY | 0.3 |
|
Yosemite Capital Management LLC
✚
|
CA | 0.3 |
|
CornerStone Planning LLC
✚
|
NC | 0.3 |
|
Legend Financial Advisors Inc
✚
|
PA | 0.3 |
|
Access Financial Resources Inc
✚
|
OK | 0.3 |
|
del Monte Group LLC
✚
|
CA | 0.3 |