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Allen Brann Atkins

Wt Wealth Management, LLC

Scottsdale, AZ

Flagstaff, AZ

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Current Employers
Wt Wealth Management, Llc

20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-12-03
UT RA APPROVED 2025-11-19
TX RA APPROVED_RES 2022-12-08
CA RA APPROVED 2021-12-03
AZ RA APPROVED 2018-05-04
  • FL RA
    APPROVED
    Since 2025-12-03
  • UT RA
    APPROVED
    Since 2025-11-19
  • TX RA
    APPROVED_RES
    Since 2022-12-08
  • CA RA
    APPROVED
    Since 2021-12-03
  • AZ RA
    APPROVED
    Since 2018-05-04

Branch Locations

20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States

813 North Beaver Street, Flagstaff, AZ 86001 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Northern Arizona University Flagstaff AZ 04/2007 08/2020
Four Peaks Wealth Management, Llc Flagstaff AZ 10/2012 03/2018
Wt Wealth Management, Llc Flagstaff AZ 01/2018 01/2022
Four Peaks Wealth Sedona, Llc Sedona AZ 02/2017 11/2017
Four Peaks Wealth Management, Llc (Unregistered) Flagstaff AZ 03/2018 03/2018
Wt Wealth Management, Llc Flagstaff AZ 01/2022 Present
  • 04/2007 → 08/2020
    Northern Arizona University
    Flagstaff, AZ
  • 10/2012 → 03/2018
    Four Peaks Wealth Management, Llc
    Flagstaff, AZ
  • 01/2018 → 01/2022
    Wt Wealth Management, Llc
    Flagstaff, AZ
  • 02/2017 → 11/2017
    Four Peaks Wealth Sedona, Llc
    Sedona, AZ
  • 03/2018 → 03/2018
    Four Peaks Wealth Management, Llc (Unregistered)
    Flagstaff, AZ
  • 01/2022 → Present
    Wt Wealth Management, Llc
    Flagstaff, AZ
Previous Registrations
  • 2013-08-27 → 2018-03-16
    Four Peaks Wealth Management, Llc
    Flagstaff, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-08-23
  • S65 Uniform Investment Adviser Law Examination
    2013-08-23

View on SEC IAPD

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MERCER GLOBAL ADVISORS INC. · Scottsdale, AZ
LPL FINANCIAL LLC · SCOTTSDALE, AZ
IRONWOOD WEALTH ADVISORS, LLC · SCOTTSDALE, AZ
PAUL MARASCALCO REGISTERED INVESTMENT ADVISOR · SCOTTSDALE, AZ
CETERA INVESTMENT ADVISERS LLC · SCOTTSDALE, AZ
FAITH INVESTOR SERVICES · Scottsdale, AZ
MERIDIAN WEALTH MANAGEMENT, LLC · Scottsdale, AZ

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