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| Happy Holidays!! thanks for using AUM13F!! |
| WT Wealth Management LLC
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|---|---|
| CRD # | 169566 |
| SEC # | 801-112701 |
| CIK # | 0001780507 |
| AUM | $385.2 M (2025-03-31) |
| Employees | 18 (83% Investors, 0% Brokers) |
| Phone | 800-825-0616 |
| Address | 20865 North 90th Place Scottsdale, AZ 85255 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ETFS Gold Trust | 13.1 | ||
| Apple Inc | 9.1 | ||
| Amazon Com Inc | 8.6 | ||
| Microsoft Corp | 7.9 | ||
| Nvidia Corp | 7.4 | ||
| Alphabet Inc | 6.4 | ||
| Wal Mart Stores Inc | 3.7 | ||
| Facebook Inc | 3.6 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,079 | 183.4 |
| (b) Individuals (high net worth individuals) | 89 | 192.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 4.2 |
| (i) State or municipal government entities | 0 | 0.2 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 5.2 |
| (n) Other | 0 | 0.0 |
| Total | 2,594 | 385.2 |
| By Discretionary | ||
| Discretionary | 2,580 | 377.0 |
| Non-Discretionary | 14 | 8.2 |
| Total | 2,594 | 385.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 385.2 | |
| Total | 2,594 | 385.2 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001780507] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Donoghue Forlines LLC
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MA | 0.4 |
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Money Management Services Inc
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AL | 0.4 |
|
Armor Investment Advisors LLC
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NC | 0.4 |
|
Kelly Financial Group LLC
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CT | 0.4 |
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Mattson Financial Services LLC
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MI | 0.4 |
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Wealth Management Resources Inc
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RI | 0.4 |
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Kerntke Otto McGlone Wealth Management Group
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|
WI | 0.4 |
|
Cannon Tingey Investment Advisors Inc
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|
UT | 0.4 |
|
Whitcomb & Hess Inc
✚
|
OH | 0.4 |
|
Power Wealth Management LLC
✚
|
GA | 0.4 |