WT WEALTH MANAGEMENT, LLC

SCOTTSDALE, Arizona·1 registered advisor·CRD# 169566
SEC# 801-1127012800-825-0616
01

Firm Overview

AUM
$311M
Regulatory assets under management
Employees
19
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Other: FEES FOR EDUCATIONAL SEMINARS
03

Specialties

Financial PlanningInvestment Management
04

Advisors at WT WEALTH MANAGEMENT, LLC

1 registered advisor
John Kenneth Heilner
SCOTTSDALE, Arizona
05

Office Locations

SCOTTSDALE, Arizona
1 advisor

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Data sourced from SEC Form ADV filings. WT WEALTH MANAGEMENT, LLC (CRD# 169566) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.