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20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-18 |
| OR | RA | APPROVED | 2025-06-02 |
| FL | RA | APPROVED | 2023-12-18 |
| NH | RA | APPROVED | 2023-11-27 |
| GA | RA | APPROVED | 2023-02-13 |
| ID | RA | APPROVED | 2021-12-01 |
| NY | RA | APPROVED | 2021-11-30 |
| UT | RA | APPROVED | 2019-01-04 |
| NV | RA | APPROVED | 2016-11-14 |
| CA | RA | APPROVED | 2016-07-21 |
| WA | RA | APPROVED | 2016-07-01 |
| AZ | RA | APPROVED | 2013-12-02 |
Branch Locations
20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wt Wealth Management, Llc | Scottsdale | AZ | 05/2018 | Present |
| Wt Wealth Management, Llc | Scottsdale | AZ | 07/2013 | 05/2018 |
| Wt Wealth Management, Llc | Scottsdale | AZ | 01/2018 | Present |
| Wt Tax Accounting, Llc | Scottsdale | AZ | 07/2014 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-05 |
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