Wt Wealth Management, LLC

WT Wealth Management, LLC is a financial advisory firm based in Scottsdale, Arizona, founded in 2013 and registered as an SEC-registered investment adviser since March 2018. The firm offers wealth management services, wealth education services, and financial planning to clients. WT Wealth Management provides discretionary portfolio management services, offering services such as investment strategy, security selection, asset allocation, regular portfolio monitoring, trading, and rebalancing. The firm's asset management services focus on constructing and managing portfolios with defined investment strategies tailored to meet clients' investment goals and risk tolerance levels. WT Wealth Management utilizes various investment models, including Culturally Significant Equities (CSE) Strategies, Quantitative Models, and Target Risk Models (TRM) Strategies, to provide diversified investment options across different risk levels. Clients of WT Wealth Management do not have a minimum account balance requirement, and the firm acts as a fiduciary, putting clients' interests first. The firm charges a management fee ranging from 0% to 2% per annum for its investment advisory services, collected quarterly in advance based on the fair market value of assets in the account. WT Wealth Management does not assess performance-based fees or engage in side-by-side management. The firm does not vote client securities proxies and does not receive economic benefits from third parties for marketing or promotional purposes. Clients' privacy and data security are prioritized, and the firm maintains strict confidentiality policies to protect clients' personal information. For more information or to request a complete copy of the firm's Privacy Policy, clients can contact WT Wealth Management at (800) 825-0616 or visit their office at 20865 N 90th Place, Suite 105, Scottsdale, AZ 85255.