Assets Under Management
$385.2M
Number of Clients
1,168
Number of Advisors
12
Average Client AUM
$330K
AUM per Advisor
$32.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
WT Wealth Management offers discretionary portfolio management, wealth education, and financial planning. Investment strategies are tailored to client needs and risk tolerance, utilizing proprietary models. They focus on diversification, low fees, and long-term investing. Financial planning is offered on an hourly or subscription basis.
20865 North 90th Place, Suite 105, Scottsdale, AZ, 85255