WT Wealth Management, LLC is an SEC-registered investment advisory firm headquartered in Scottsdale, Arizona. Established in 2013 and registered in 2018, the firm offers a comprehensive suite of financial services, including investment management, financial planning, tax preparation, estate planning, and legal services through affiliated entities such as WT Tax Accounting and WesternTrust Law

With over 100 years of combined experience, the firm’s team provides personalized, relationship-based services to clients across 14 states. They manage approximately $311 million in assets across 2,429 accounts, maintaining a client-to-advisor ratio of 1:73 . WT Wealth Management emphasizes a holistic approach, integrating various financial disciplines to help clients achieve their financial goals .