RIA Intel›Advisers›Arizona›WT WEALTH MANAGEMENT, LLC

WT WEALTH MANAGEMENT, LLC

Advisory

N·SCOTTSDALE, AZ

Data as of Mar 2, 2026 · Source: SEC Form ADV

Total AUM

$419M

1-Year AUM Growth

+17.4%

3-Year CAGR

+3.6%

Employees

13

Assets Under Management

Total AUM$419M

Discretionary AUM$406M

Non-Discretionary AUM$13M

Discretionary %96.9%

Total Clients1,104

Team

Total Employees13

Investment Advisers16

Employee Growth (1Y)+25.0%

Filing History

Total Filings on Record20

First FilingFeb 10, 2016

Latest FilingMar 2, 2026

🔒 Full AUM trend chart and 20 historical filings spanning 10+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on WT WEALTH MANAGEMENT, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.