Lance David Lundgren
Investment adviser representative at Wt Wealth Management, LLC
18 yearsExperience
1 stateRegistered 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
18 years in the industry.
- Wt Wealth Management, LLCApr 2026 to now
- National Bank of ArizonaAug 2024 to Apr 2026
- Single Track BikesAug 2023 to May 2024
- Northern Arizona UniversityAug 2021 to May 2024
- Exhale Bikes IncApr 2019 to Aug 2024
- Sunrise Mountain High SchoolAug 2017 to May 2021
- Frontier Elementary SchoolAug 2008 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (AZ).
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
- 8272947
- Firm CRD
- 169566