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WT WEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ · CRD 169566 · IAPD ↗ · 800-825-0616

$419.1MRegulatory AUM
13Advisory reps
16Employees
4Clients
1-10Planning clients
0Private funds
16States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
December 2025 — WT WEALTH MANAGEMENT, LLC notice-filed in NC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
April 2025 — WT WEALTH MANAGEMENT, LLC notice-filed in CO, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
February 2025 — WT WEALTH MANAGEMENT, LLC added office(s): 2 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.