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| WT Wealth Management LLC
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|---|---|
| CRD # | 169566 |
| SEC # | 801-112701 |
| CIK # | 0001780507 |
| AUM | 419.1 M (2026-03-02) |
| Employees | 16 (81% Investors, 0% Brokers) |
| Phone | 800-825-0616 |
| Address | 20865 North 90th Place Scottsdale, AZ 85255 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001780507 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| ETFS Gold Trust | 19.0 | ||
| Nvidia Corp | 10.7 | ||
| Alphabet Inc | 9.8 | ||
| Amazon Com Inc | 8.3 | ||
| Apple Inc | 7.3 | ||
| Microsoft Corp | 4.4 | ||
| Facebook Inc | 4.3 | ||
| ETFS Silver Trust | 3.7 | ||
| Costco Wholesale Corp /NEW | 3.7 | ||
| Wal Mart Stores Inc | 3.6 | ||
| Tesla Motors Inc | 3.0 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,028 | 182.7 |
| (b) Individuals (high net worth individuals) | 105 | 230.4 |
| (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 | 2 | 5.1 |
| (i) State or municipal government entities | 2 | 0.3 |
| (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 | 4 | 0.5 |
| (n) Other | 0 | 0.0 |
| Total | 2,734 | 419.1 |
| By Discretionary | ||
| Discretionary | 2,682 | 405.9 |
| Non-Discretionary | 52 | 13.1 |
| Total | 2,734 | 419.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 419.1 | |
| Total | 2,734 | 419.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001780507] |
| Firm Profile (Form ADV) | |
|---|---|
| Clients | 4 |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Paradigm Investment Advisory LLC
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NJ | 425.1 M |
|
Smart Money Group LLC
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TX | 424.3 M |
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Sage Financial Management Group Inc
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VA | 423.2 M |
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Cascade Investment Group Inc
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CO | 419.9 M |
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Harlow Wealth Management Inc
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WA | 419.4 M |
|
Eagle Wealth Management Group Inc
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CA | 417.5 M |
|
Castleview Partners LLC
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|
TX | 416.9 M |
|
SGL Financial LLC
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|
IL | 416.0 M |
|
Goodman Advisory Group LLC
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|
MA | 415.5 M |
|
Grove Street Fiduciary LLC
✚
|
NH | 413.2 M |