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WT WEALTH MANAGEMENT, LLC
CRD 169566File 801-112701
APPROVED
Retail clients
Filing as of Mar 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$419.1M
Below cohort median (national)
Discretionary AUM
$405.9M
Non-discretionary $13.1M
Clients
1,141
2,734 accounts
Employees
16
Above cohort median in AZ
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Mar 30, 2018
- Principal office
- 20865 NORTH 90TH PLACE, SUITE 105, SCOTTSDALE, AZ, 85255
- Phone
- 800-825-0616
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $419.1M
- Discretionary AUM
- $405.9M
- Non-discretionary AUM
- $13.1M
- Discretionary accounts
- 2,682
- Non-discretionary accounts
- 52
- Total accounts
- 2,734
- AUM per client
- $367K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | Fewer than 5 | $534K |
| Charitable organizations | Fewer than 5 | $5.1M |
| High net worth individuals | 105 | $230.4M |
| State or municipal government entities | Fewer than 5 | $262K |
| Individuals (other than high net worth individuals) | 1,028 | $182.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Hourly charges
- Other (described) — THIRD PARTY ADVISER FEE
- A percentage of assets under your management
Advisory activities
- Other
- Publications
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.