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Austin Rogers

Investment adviser representative at Wt Wealth Management, LLC
10 yearsExperience
11 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

10 years in the industry.

  1. Wt Wealth Management, LLCMar 2021 to now
  2. Field WorksJun 2020 to Aug 2020
  3. Sprout's Farmers MarketJun 2018 to Aug 2018
  4. Sprout's Farmers MarketJun 2017 to Aug 2017
  5. University of Tennessee At MartinAug 2016 to Dec 2020

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 11 states (AZ, CA, CO, ID, NC, NV, NY, OR, TX, UT, WA).

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
7518550
Firm CRD
169566
Advisor's SEC record (opens in a new tab)
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