WT WEALTH MANAGEMENT

HTTP://WWW.WTWEALTHMANAGEMENT.COM FLAGSTAFF, AZ Investment Advisor How do I update this listing?

WT Wealth Management is based out of Flagstaff. WT Wealth Management is a large advisory firm with 578 clients and discretionary assets under management (AUM) of $136,279,036 (Form ADV from 2019-03-27). Their last reported 13F filing for Q3 2019 included $115,131,000 in managed 13F securities and a top 10 holdings concentration of 52.91%. WT Wealth Management's largest holding is Schwab U.S. Broad Market ETF with shares held of 298,164. Whalewisdom has at least 1 13F filings

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09/30/2019

Top Sells

  • Name% Change

09/30/2019

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-11-14

Performance for Q3 2019: 3.35%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

WT WEALTH MANAGEMENT, LLC
7161 EAST RANCHO VISTA DRIVE SUITE 112
SCOTTSDALE AZ    85251
Country: United States

Business Phone: 800-825-0616
Fax: 480-219-3613
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: WY
Number of employees: 13
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges
Amount of client funds and securities: 132,969,000
Total Number of Clients: 578
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

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