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WT Wealth Management, LLC

Headquartered in SCOTTSDALE, AZ

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Firm Information

WT Wealth Management, LLC is an independent wealth management firm based in Scottsdale, Arizona. With a team of 15 investment adviser representatives and 5 licensed agents, they offer a range of financial planning, investment management, and retirement planning services. WT Wealth Management serves a diverse clientele, including individuals, families, charitable organizations, and corporations, with a focus on providing personalized, tailored strategies. The firm manages over $311 million in assets, demonstrating their expertise and commitment to client success.

WT Wealth Management, LLC

7161 EAST RANCHO VISTA DRIVE

SCOTTSDALE, AZ 85251

$311.11M

Assets Under Management

Not reported

Total Clients

14

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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variable annuities

Variable annuities

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Fees for educational seminars

Branch Locations (6)

WT WEALTH MANAGEMENT, LLC has a total of 6 branch locations across the country.
location

Flagstaff, AZ

location

Provo, UT

location

SCOTTSDALE, AZ

location

Tampa, FL

location

Evergreen, CO

location

Coeur D'Alene, ID

Advisors at WT Wealth Management, LLC

View All 14 Advisors
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Allen Brann Atkins

RA

SCOTTSDALE, AZ

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John Kenneth Heilner

RA

SCOTTSDALE, AZ

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Jackson Scott Rogers

RA

SCOTTSDALE, AZ

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Unclaimed
Jacob Richard West

RA

SCOTTSDALE, AZ

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Unclaimed
Brent L. Rankin

RA

SCOTTSDALE, AZ

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Unclaimed
James Livingston Thompson

RA

SCOTTSDALE, AZ

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Unclaimed
Douglas Christopher Brown

RA

SCOTTSDALE, AZ

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Unclaimed
Emy Annette Tice

CFP®, RA

SCOTTSDALE, AZ

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Disclosures

There are no public disclosures for WT Wealth Management, LLC.

Frequently Asked Questions (7)

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