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Allen Brann Atkins

WT Wealth Management, LLC

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About Allen Brann Atkins

Allen Brann Atkins is an investment advisor representative who has been in the industry since 2007. Allen is currently registered as an investment advisor representative with WT Wealth Management, LLC in Scottsdale, Arizona. Allen is also registered in California and Texas. Allen has experience working with individuals, high-net-worth individuals, corporations, charitable organizations and pension plans. Allen has experience providing financial planning, portfolio management and educational seminars. Allen offers a range of fee-based services including hourly fees and a percentage of assets under management.

Firm Information

Allen Atkins is currently registered with WT Wealth Management, LLC. 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

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Allen Atkins’s Registration & Firm History

AZ

12/08/2022 - Present

WT Wealth Management, LLC (SCOTTSDALE AZ)

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Licenses & Designations

IA

Issued 08/23/2013

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Allen Brann Atkins.
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