Jacob Richard West
Investment adviser representative at Wt Wealth Management, LLC
13 yearsExperience
3 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
13 years in the industry.
- Black Mountain Investments (fka the Jupiter Fund)Apr 2025 to now
- Black Mountain Investment GroupFeb 2025 to now
- Quest Consulting, LLCFeb 2025 to now
- Smilin'Jun 2024 to now
- Wt Wealth Management, LLCJul 2023 to now
- The Jupiter Fund GpFeb 2025 to Apr 2025
- Bandon Dunes Golf ResortJun 2021 to Jun 2023
- University of OregonJul 2019 to Jun 2023
- SnowbirdNov 2018 to Apr 2019
- Woodward Park CityJun 2018 to Nov 2018
- Rowland Hall SchoolJan 2013 to Jun 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 3 states (AZ, CA, 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
- 7785395
- Firm CRD
- 169566