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20865 North 90Th Place Suite 105, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-02 |
| CO | RA | APPROVED | 2026-01-02 |
| FL | RA | APPROVED | 2026-01-02 |
| NV | RA | APPROVED | 2026-01-02 |
| OR | RA | APPROVED | 2026-01-02 |
| NC | RA | APPROVED | 2025-11-19 |
| GA | RA | APPROVED | 2022-12-22 |
| ID | RA | APPROVED | 2021-12-01 |
| WA | RA | APPROVED | 2016-07-13 |
| AZ | RA | APPROVED | 2016-02-19 |
Branch Locations
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 |
|---|---|---|---|---|
| True Financial Wealth Management Firm, Llc | Sedona | AZ | 05/2006 | 08/2020 |
| Wt Wealth Management Llc | Scottsdale | AZ | 12/2015 | Present |
| True Financial Wealth Management Firm, Llc | Sedona | AZ | 03/2006 | 08/2020 |
| True Financial Wealth Management Firm, Llc | Coeur D'ALene | ID | 09/2020 | 04/2024 |
| True Financial Wealth Management Firm, Llc | Coeur D'ALene | ID | 09/2020 | 11/2020 |
| True Financial Wealth Management Firm, Llc | Tampa | FL | 04/2024 | Present |
True Financial Wealth Management Firm, LLC, Investment Related, Tampa, Florida, 03/2006, Member, Owner and President, 2 hours per month devoted, 0 hours per month devoted during securities trading, no activities under entity conducted just an active entity to manage.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1982-04-12 |
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