WT Wealth Management LLC
Legal Name: WT WEALTH MANAGEMENT, LLC
Full Contact Details
WT Wealth Management LLC
7161 EAST RANCHO VISTA DRIVE, SUITE 112, SCOTTSDALE, AZ
800-825-0616
480-219-3613
Other Info
WT Wealth Management LLC, also known as WT WEALTH MANAGEMENT, LLC, is a Wyoming-based Limited Liability Company that employs 13 professionals, including 11 advisory personnel to serve its sole client. According to the U.S. Securities and Exchange Commission records, the firm has an approved regulatory status since March 2018.
Direct Owners
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DAVID GLENN JOHNSON
PRESIDENT AND CHIEF COMPLIANCE OFFICER owns less than 5%
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JOHN KENNETH HEILNER
CHIEF INVESTMENT OFFICER owns less than 5%
-
WESTERNTRUST, LP
OWNER owns 75% or more
Indirect Owners
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G. SCOTT ROGERS
GENERAL PARTNER
-
GSR IRREVOCBALE TRUST
PARTNER owns more than 50% but less than 75%
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KATHE ANN ROGERS
TRUSTEE
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RANDA INVESTMENTS, LTD.
SOLE MEMBER/OWNER owns 75% or more
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WT CAPITAL VENTURES, LLC
GENERAL PARTNER
Firms Located Nearby
- Scottsdale Wealth Planning Inc
- Copperwynd Financial LLC
- SAGE FINANCIAL ADVISORS INC.
- Pinnacle Peak Private Client Group LLC
- Sensible Money LLC
- Total Investment Management Inc
- Integrated Wealth Management LLC
- Cudos LLC
- The American Institute FOR Advanced Investment Management LLP
- Stableford Capital LLC