Wt Wealth Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Scottsdale, AZ. Its latest Form ADV filing, dated March 2, 2026, reports $419M in regulatory assets under management, 16 employees, 3 offices, and 2,734 accounts.
Assets Under Management
$419M
Employees
16
Offices
3 offices
Total Clients
1,141
Primary office
SCOTTSDALE, AZ
20865 NORTH 90TH PLACE, SUITE 105, SCOTTSDALE, AZ, United States
Top client segmentIndividuals represent 90.1% of total clients.
Top client categories% of clientsClients
1
Individuals
90.1%
1,028
2
HNWI
9.2%
105
3
Corporations
0.4%
4
4
Charitable
0.2%
2
5
Government
0.2%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
State or municipal government entities (including govt. pension plans)<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$419Mas of March 2, 2026
Discretionary96.9%
$406M
97% of total RAUM96.9%
Non-discretionary3.1%
$13M
3% of total RAUM3.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$419M
Total Accounts2,734
10Y AUM Change+$291M (+227.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee71:1
10Y Employee Change+4 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.