# WT WEALTH MANAGEMENT, LLC

WT WEALTH MANAGEMENT, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 169566
- Type: SEC-registered investment adviser
- SEC file number: 801-112701
- Location: 20865 NORTH 90TH PLACE, SCOTTSDALE, AZ, 85255
- Phone: 800-825-0616
- Latest filing: 2026-03-02
- Regulatory AUM: $419.1M
- Discretionary AUM: $405.9M
- Non-discretionary AUM: $13.1M
- Clients: 16
- Accounts: 2,734

## Business model

- Compensation: % of AUM, Hourly, Other
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| G. Scott Rogers | GENERAL PARTNER | Park City, UT |
| John Kenneth Heilner | CHIEF INVESTMENT OFFICER | — |
| Kathe Ann Rogers | TRUSTEE | — |
| David Glenn Johnson | CHIEF COMPLIANCE OFFICER | — |
| Ryan Patrick Stuart | CHIEF COMPLIANCE OFFICER | — |
| ROGERS DOUGLAS SCOTT | GENERAL PARTNER | — |
| ROGERS TITA ANN | TRUSTEE | — |
| HEILNER JOHN KENNETH | CCO, CIO; CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER | — |
| Johnson David Glenn | CHIEF COMPLIANCE OFFICER; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/169566/brochure
- Similar advisers: https://search.stillhousedata.com/firm/169566/similar
- Related entities: https://search.stillhousedata.com/firm/169566/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/169566

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.