SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
WT Wealth Management, LLC
Scottsdale, AZ
CRD 169566
Firm filing updated March 2, 2026 ·
- $419.1MAssets
- 13Advisory staff
- 2,734Accounts
Fees and minimums
- Hourly feesAsk the firm for the rate
All fee types on the form
- Percentage of assets under managementYes
- Hourly chargesYes
- OtherYes
- Fixed feesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
Who the firm serves
- Individuals1,028
- High net worth individuals105
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 1,028 | $182.7 million |
| High net worth individuals | 105 | $230.4 million |
| Charitable organizations | Fewer than 5 clients | $5.1 million |
| State or municipal government entities (including government pension plans) | Fewer than 5 clients | $261,708 |
| Corporations or other businesses not listed above | Fewer than 5 clients | $533,792 |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
See all 7 services
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisors (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
Assets and accounts
- Regulatory assets$419.1 million
- Accounts2,734
- Discretionary$405.9 million · 2,682 accounts
- Non-discretionary$13.1 million · 52 accounts
People
- Employees16
- Advisory staff13
- Broker-dealer reps0
- Licensed insurance agents4
- Planning clients1 to 10
Advisors
11 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 169566, SEC file 801-112701.
- Registered with the SEC as an investment advisor (status date on record: March 30, 2018).
Is WT Wealth Management, LLC a fiduciary?
Short answer: WT Wealth Management, LLC is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
4 staff are licensed insurance agents and the firm is itself an insurance broker or agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.