WT WEALTH MANAGEMENT, LLC
CRD #169566 SEC #801-112701 SCOTTSDALE, AZ 800-825-0616
SEC Registered
Total AUM
$405.2M
Discretionary
$395.5M
Employees
16
Clients
1
Accounts
2,728
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $405.2M | $395.5M | $9.8M | 16 | 4 |
| Sep 2025 | $385.2M | $377M | $8.2M | 18 | 4 |
| Aug 2025 | $385.2M | $377M | $8.2M | 18 | 4 |
| Mar 2025 | $385.2M | $377M | $8.2M | 18 | 4 |
| Jan 2025 | $311.1M | $301.2M | $9.9M | 18 | 0 |
| Jan 2025 | $311.1M | $301.2M | $9.9M | 18 | 0 |
| Apr 2024 | $311.1M | $301.2M | $9.9M | 19 | 0 |
| Mar 2024 | $311.1M | $301.2M | $9.9M | 19 | 0 |
| Nov 2023 | $265M | $253.4M | $11.6M | 17 | 0 |
| Apr 2023 | $265M | $253.4M | $11.6M | 14 | 0 |
| Mar 2023 | $265M | $253.4M | $11.6M | 14 | 0 |
| Dec 2022 | $329.2M | $312.2M | $17M | 14 | 0 |
| Mar 2022 | $329.2M | $312.2M | $17M | 14 | 0 |
| Nov 2021 | $279.1M | $262.6M | $16.5M | 14 | 1 |
| Mar 2021 | $279.1M | $262.6M | $16.5M | 14 | 1 |
| Jun 2020 | $179.7M | $169.1M | $10.6M | 13 | 1 |
| Apr 2020 | $179.7M | $169.1M | $10.6M | 13 | 1 |
| Mar 2020 | $179.7M | $169.1M | $10.6M | 13 | 1 |
| Mar 2019 | $138.6M | $136.3M | $2.3M | 13 | 1 |
| Dec 2018 | $123.1M | $116.6M | $6.5M | 12 | 0 |
| Jun 2018 | $123.1M | $116.6M | $6.5M | 12 | 0 |
| Mar 2018 | $127.9M | $121.4M | $6.5M | 12 | 0 |
| Feb 2018 | $127.9M | $121.4M | $6.5M | 12 | 0 |
| Mar 2016 | $10.5M | $10.5M | $0 | 3 | 26 |
| Mar 2016 | $10.5M | $10.5M | $0 | 3 | 26 |
| Feb 2016 | $10.5M | $10.5M | $0 | 3 | 26 |
DateNov 2025
Total AUM$405.2M
Discretionary$395.5M
Non-Disc.$9.8M
Employees16
Clients4
DateSep 2025
Total AUM$385.2M
Discretionary$377M
Non-Disc.$8.2M
Employees18
Clients4
DateAug 2025
Total AUM$385.2M
Discretionary$377M
Non-Disc.$8.2M
Employees18
Clients4
DateMar 2025
Total AUM$385.2M
Discretionary$377M
Non-Disc.$8.2M
Employees18
Clients4
DateJan 2025
Total AUM$311.1M
Discretionary$301.2M
Non-Disc.$9.9M
Employees18
Clients0
DateJan 2025
Total AUM$311.1M
Discretionary$301.2M
Non-Disc.$9.9M
Employees18
Clients0
DateApr 2024
Total AUM$311.1M
Discretionary$301.2M
Non-Disc.$9.9M
Employees19
Clients0
DateMar 2024
Total AUM$311.1M
Discretionary$301.2M
Non-Disc.$9.9M
Employees19
Clients0
DateNov 2023
Total AUM$265M
Discretionary$253.4M
Non-Disc.$11.6M
Employees17
Clients0
DateApr 2023
Total AUM$265M
Discretionary$253.4M
Non-Disc.$11.6M
Employees14
Clients0
DateMar 2023
Total AUM$265M
Discretionary$253.4M
Non-Disc.$11.6M
Employees14
Clients0
DateDec 2022
Total AUM$329.2M
Discretionary$312.2M
Non-Disc.$17M
Employees14
Clients0
DateMar 2022
Total AUM$329.2M
Discretionary$312.2M
Non-Disc.$17M
Employees14
Clients0
DateNov 2021
Total AUM$279.1M
Discretionary$262.6M
Non-Disc.$16.5M
Employees14
Clients1
DateMar 2021
Total AUM$279.1M
Discretionary$262.6M
Non-Disc.$16.5M
Employees14
Clients1
DateJun 2020
Total AUM$179.7M
Discretionary$169.1M
Non-Disc.$10.6M
Employees13
Clients1
DateApr 2020
Total AUM$179.7M
Discretionary$169.1M
Non-Disc.$10.6M
Employees13
Clients1
DateMar 2020
Total AUM$179.7M
Discretionary$169.1M
Non-Disc.$10.6M
Employees13
Clients1
DateMar 2019
Total AUM$138.6M
Discretionary$136.3M
Non-Disc.$2.3M
Employees13
Clients1
DateDec 2018
Total AUM$123.1M
Discretionary$116.6M
Non-Disc.$6.5M
Employees12
Clients0
DateJun 2018
Total AUM$123.1M
Discretionary$116.6M
Non-Disc.$6.5M
Employees12
Clients0
DateMar 2018
Total AUM$127.9M
Discretionary$121.4M
Non-Disc.$6.5M
Employees12
Clients0
DateFeb 2018
Total AUM$127.9M
Discretionary$121.4M
Non-Disc.$6.5M
Employees12
Clients0
DateMar 2016
Total AUM$10.5M
Discretionary$10.5M
Non-Disc.$0
Employees3
Clients26
DateMar 2016
Total AUM$10.5M
Discretionary$10.5M
Non-Disc.$0
Employees3
Clients26
DateFeb 2016
Total AUM$10.5M
Discretionary$10.5M
Non-Disc.$0
Employees3
Clients26