Kevan Scott Phillips
Investment adviser representative at Wt Wealth Management, LLC
24 yearsExperience
4 statesRegistered in
$419.1MFirm assets
8 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
24 years in the industry.
- Wt Wealth Management, LLCJul 2020 to now
- Northwestern Mutual Wealth Management CompanyMar 2010 to Jul 2020
- Northwestern Mutual Investment Services LLCApr 2002 to Jul 2020
- Northwestern Mutual Life Insurance CompanyFeb 2002 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2001
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 4 states (AZ, ID, OR, UT).
Wt Wealth Management, LLC
$419.1MAssets managed
1,141Clients
13Advisers
8 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4382203
- Firm CRD
- 169566