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Wt Wealth Management, LLC CRD 169566
$419M regulatory AUM 4 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-25 |
| CA | RA | APPROVED | 2025-01-02 |
| FL | RA | APPROVED | 2025-01-02 |
| AZ | RA | APPROVED | 2024-01-25 |
| TX | RA | APPROVED_RES | 2023-11-27 |
| ID | RA | APPROVED | 2023-11-22 |
Branch Locations
Scottsdale, AZ • United States
20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tcs Financial, Llc | Scottsdale | AZ | 03/2009 | 11/2023 |
| Wt Wealth Management, Llc | Scottsdale | AZ | 11/2023 | Present |
| Tcs Financial, Llc | Scottsdale | AZ | 11/2023 | Present |
TCS Financial, LLC. Founded in 2009. President. 10687 E Bahia Dr, Scottsdale, AZ 85255. Until November 2023, TCS was an RIA. Advisor joined WT Wealth Management in November 2023, transitioning his financial advisory activities and deregistering TCS. 2 hours per week outside of securities trading hours related to basic entity maintenance and administration.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-11 |
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