# WT Wealth Management, LLC

> WT Wealth Management, LLC is an SEC-registered investment advisory firm in Scottsdale, AZ, registered since 2018, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 169566
- Filed as: WT WEALTH MANAGEMENT, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Scottsdale, AZ
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/169566
- AdvisorCensus page: https://advisorcensus.com/firm/wt-wealth-management-llc-scottsdale-az-169566

## Quick answers

**How is WT Wealth Management, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), WT Wealth Management, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; other.

**How much does WT Wealth Management, LLC charge?**
Its Form ADV Part 2A brochure dated March 2, 2026 states: Hourly rate: $150 to $250 an hour (an initial plan or any update to an already existing plan); Subscription: $250 to $1,000 a quarter (ongoing services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is WT Wealth Management, LLC located?**
WT Wealth Management, LLC's principal office is in Scottsdale, AZ, according to its Form ADV; the April 2026 filing also lists 3 other offices (Schedule D, Section 1.F).

**Is WT Wealth Management, LLC registered with the SEC or a state?**
WT Wealth Management, LLC is an SEC-registered investment advisory firm, registered since 2018. Status as filed: Approved. CRD 169566.

**How much does WT Wealth Management, LLC manage?**
WT Wealth Management, LLC reports $419,058,112 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (97% discretionary).

**How have WT Wealth Management, LLC's assets and staff changed since 2021?**
In the Form ADV data for WT Wealth Management, LLC: Regulatory assets under management: $279,096,529 in the October 2021 data and $419,058,112 in the October 2026 data, up 50%. Total employees: 14 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does WT Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (1,028); high net worth individuals (105); corporations or other businesses not listed above (4).

**Which custodians does WT Wealth Management, LLC use?**
WT Wealth Management, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does WT Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/169566

**Does WT Wealth Management, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 2, 2026 says: "WTWM does not require a minimum account balance. We believe that every investor, large or small, deserves unbiased, uninfluenced, professional asset management services."

**What changed in WT Wealth Management, LLC's recent Form ADV filings?**
In the January 2026 filing data: No longer registered or notice-filed in VA.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Other

### Fees and minimums (Form ADV Part 2A brochure dated March 2, 2026)

- Account minimum: None

> WTWM does not require a minimum account balance. We believe that every investor, large or small, deserves unbiased, uninfluenced, professional asset management services.

- Hourly rate: $150 to $250 an hour (an initial plan or any update to an already existing plan)

> Hourly fees range from $150 to $250 per hour for an initial plan or any update to an already existing plan.

- Subscription: $250 to $1,000 a quarter (ongoing services)

> For ongoing services, fees range from $250 to $1,000 per quarter, payable quarterly in advance.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $419,058,112
- Discretionary: $405,912,586
- Non-discretionary: $13,145,526

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1,028 | $182,726,441 |
| High net worth individuals | 105 | $230,425,519 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 2 | $5,110,652 |
| State or municipal government entities (including government pension plans) | 2 | $261,708 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 4 | $533,792 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops

### Firm details
- Registered since: 2018 (8 years)
- Employees: 16 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, ID, NC, NE, NH, NV, NY, OR, TX, UT, WA, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Flagstaff, AZ
- Jackson Hole, WY
- Phoenix, AZ

### Websites listed on Form ADV (Item 1.I)
- wtwealthmanagement.com
- x.com.wtwealthmanagement
- Facebook @WTWealthMGMT
- Instagram @wtwealthmanagement
- LinkedIn @WT-WEALTH-MANAGEMENT
- YouTube @WTWealthManagement

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $279,096,529 | 14 | March 25, 2021 |
| October 2022 | $329,161,177 | 14 | March 25, 2022 |
| October 2023 | $264,952,884 | 14 | April 4, 2023 |
| October 2024 | $311,105,350 | 19 | April 10, 2024 |
| October 2025 | $385,243,993 | 18 | March 31, 2025 |
| October 2026 | $419,058,112 | 16 | March 2, 2026 |

Regulatory assets under management: $279,096,529 in the October 2021 data and $419,058,112 in the October 2026 data, up 50%.
Total employees: 14 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### January 2026
- No longer registered or notice-filed in VA.

### December 2025
- Employees performing advisory functions went from 15 to 13.
- No longer lists an office in Sedona, AZ.
- Registered or notice-filed in NC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. WT Wealth Management, LLC (CRD 169566): Form ADV filing data as of October 2026.