WT WEALTH MANAGEMENT, LLC of SCOTTSDALE, AZ is an SEC-registered investment adviser (CRD 169566). Regulatory assets under management: $419.1M.
Compensation: % of AUM, Hourly, Other.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities, Corporations.
| 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 | — |