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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Wyoming
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 14, 2025
- Branch Offices
- 3
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| HEILNER, JOHN, KENNETH | I | CCO, CIO | NA | Control |
| HEILNER, JOHN, KENNETH | I | CCO, CIO | NA | Control |
| HEILNER, JOHN, KENNETH | I | CCO, CIO | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| HEILNER, JOHN, KENNETH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| Johnson, David, Glenn | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, David, Glenn | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, David, Glenn | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, David, Glenn | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, David, Glenn | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, David, Glenn | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, David, Glenn | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, David, Glenn | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, David, Glenn | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, David, Glenn | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, David, Glenn | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, David, Glenn | I | PRESIDENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, David, Glenn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, David, Glenn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, David, Glenn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, David, Glenn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, David, Glenn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Johnson, David, Glenn | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Stuart, Ryan, Patrick | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Stuart, Ryan, Patrick | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Stuart, Ryan, Patrick | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
| WESTERNTRUST, LP | DE | OWNER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| ROGERS, G., SCOTT | I | RANDA INVESTMENTS, LTD. | F | Control |
| ROGERS, G., SCOTT | I | RANDA INVESTMENTS, LTD. | F | Control |
| ROGERS, G., SCOTT | I | RANDA INVESTMENTS, LTD. | F | Control |
| ROGERS, G., SCOTT | I | RANDA INVESTMENTS, LTD. | F | Control |
| ROGERS, G., SCOTT | I | RANDA INVESTMENTS, LTD. | F | Control |
| ROGERS, G., SCOTT | I | RANDA INVESTMENTS, LTD. | F | Control |
| ROGERS, G., SCOTT | I | RANDA INVESTMENTS, LTD. | F | Control |
| ROGERS, G., SCOTT | I | RANDA INVESTMENTS, LTD. | F | Control |
| ROGERS, G., SCOTT | I | RANDA INVESTMENTS, LTD. | F | Control |
| ROGERS, G., SCOTT | I | RANDA INVESTMENTS, LTD. | F | Control |
| ROGERS, G., SCOTT | I | RANDA INVESTMENTS, LTD. | F | Control |
| ROGERS, G., SCOTT | I | RANDA INVESTMENTS, LTD. | F | Control |
| ROGERS, G., SCOTT | I | RANDA INVESTMENTS, LTD. | F | Control |
| ROGERS, G., SCOTT | I | RANDA INVESTMENTS, LTD. | F | Control |
| ROGERS, G., SCOTT | I | RANDA INVESTMENTS, LTD. | F | Control |
| ROGERS, G., SCOTT | I | RANDA INVESTMENTS, LTD. | F | Control |
| ROGERS, G., SCOTT | I | RANDA INVESTMENTS, LTD. | F | Control |
| ROGERS, G., SCOTT | I | RANDA INVESTMENTS, LTD. | F | Control |
| ROGERS, G., SCOTT | I | RANDA INVESTMENTS, LTD. | F | Control |
| ROGERS, G., SCOTT | I | RANDA INVESTMENTS, LTD. | F | Control |
| ROGERS, KATHE, ANN | I | GSR IRREVOCABLE TRUST | F | Control |
| ROGERS, KATHE, ANN | I | GSR IRREVOCABLE TRUST | F | Control |
| ROGERS, KATHE, ANN | I | GSR IRREVOCABLE TRUST | F | Control |
| ROGERS, KATHE, ANN | I | GSR IRREVOCABLE TRUST | F | Control |
| ROGERS, KATHE, ANN | I | GSR IRREVOCABLE TRUST | F | Control |
| ROGERS, KATHE, ANN | I | GSR IRREVOCABLE TRUST | F | Control |
| ROGERS, KATHE, ANN | I | GSR IRREVOCABLE TRUST | F | Control |
| ROGERS, KATHE, ANN | I | GSR IRREVOCABLE TRUST | F | Control |
| ROGERS, KATHE, ANN | I | GSR IRREVOCABLE TRUST | F | Control |
| ROGERS, KATHE, ANN | I | GSR IRREVOCABLE TRUST | F | Control |
| ROGERS, KATHE, ANN | I | GSR IRREVOCABLE TRUST | F | Control |
| ROGERS, KATHE, ANN | I | GSR IRREVOCABLE TRUST | F | Control |
| ROGERS, KATHE, ANN | I | GSR IRREVOCABLE TRUST | F | Control |
| ROGERS, KATHE, ANN | I | GSR IRREVOCABLE TRUST | F | Control |
| ROGERS, KATHE, ANN | I | GSR IRREVOCABLE TRUST | F | Control |
| ROGERS, KATHE, ANN | I | GSR IRREVOCABLE TRUST | F | Control |
| ROGERS, KATHE, ANN | I | GSR IRREVOCABLE TRUST | F | Control |
| ROGERS, KATHE, ANN | I | GSR IRREVOCABLE TRUST | F | Control |
| ROGERS, KATHE, ANN | I | GSR IRREVOCABLE TRUST | F | Control |
| ROGERS, KATHE, ANN | I | GSR IRREVOCABLE TRUST | F | Control |
| WT CAPITAL VENTURES, LLC | DE | WESTERNTRUST, L.P. | F | Control |
| WT CAPITAL VENTURES, LLC | DE | WESTERNTRUST, L.P. | F | Control |
| WT CAPITAL VENTURES, LLC | DE | WESTERNTRUST, L.P. | F | Control |
| WT CAPITAL VENTURES, LLC | DE | WESTERNTRUST, L.P. | F | Control |
| WT CAPITAL VENTURES, LLC | DE | WESTERNTRUST, L.P. | F | Control |
| WT CAPITAL VENTURES, LLC | DE | WESTERNTRUST, L.P. | F | Control |
| WT CAPITAL VENTURES, LLC | DE | WESTERNTRUST, L.P. | F | Control |
| WT CAPITAL VENTURES, LLC | DE | WESTERNTRUST, L.P. | F | Control |
| WT CAPITAL VENTURES, LLC | DE | WESTERNTRUST, L.P. | F | Control |
| WT CAPITAL VENTURES, LLC | DE | WESTERNTRUST, L.P. | F | Control |
| WT CAPITAL VENTURES, LLC | DE | WESTERNTRUST, L.P. | F | Control |
| WT CAPITAL VENTURES, LLC | DE | WESTERNTRUST, L.P. | F | Control |
| WT CAPITAL VENTURES, LLC | DE | WESTERNTRUST, L.P. | F | Control |
| WT CAPITAL VENTURES, LLC | DE | WESTERNTRUST, L.P. | F | Control |
| WT CAPITAL VENTURES, LLC | DE | WESTERNTRUST, L.P. | F | Control |
| WT CAPITAL VENTURES, LLC | DE | WESTERNTRUST, L.P. | F | Control |
| WT CAPITAL VENTURES, LLC | DE | WESTERNTRUST, L.P. | F | Control |
| WT CAPITAL VENTURES, LLC | DE | WESTERNTRUST, L.P. | F | Control |
| WT CAPITAL VENTURES, LLC | DE | WESTERNTRUST, L.P. | F | Control |
| WT CAPITAL VENTURES, LLC | DE | WESTERNTRUST, L.P. | F | Control |
| RANDA INVESTMENTS, LTD. | DE | WT CAPITAL VENTURES, LLC | E | Control |
| RANDA INVESTMENTS, LTD. | DE | WT CAPITAL VENTURES, LLC | E | Control |
| RANDA INVESTMENTS, LTD. | DE | WT CAPITAL VENTURES, LLC | E | Control |
| RANDA INVESTMENTS, LTD. | DE | WT CAPITAL VENTURES, LLC | E | Control |
| RANDA INVESTMENTS, LTD. | DE | WT CAPITAL VENTURES, LLC | E | Control |
| RANDA INVESTMENTS, LTD. | DE | WT CAPITAL VENTURES, LLC | E | Control |
| RANDA INVESTMENTS, LTD. | DE | WT CAPITAL VENTURES, LLC | E | Control |
| RANDA INVESTMENTS, LTD. | DE | WT CAPITAL VENTURES, LLC | E | Control |
| RANDA INVESTMENTS, LTD. | DE | WT CAPITAL VENTURES, LLC | E | Control |
| RANDA INVESTMENTS, LTD. | DE | WT CAPITAL VENTURES, LLC | E | Control |
| RANDA INVESTMENTS, LTD. | DE | WT CAPITAL VENTURES, LLC | E | Control |
| RANDA INVESTMENTS, LTD. | DE | WT CAPITAL VENTURES, LLC | E | Control |
| RANDA INVESTMENTS, LTD. | DE | WT CAPITAL VENTURES, LLC | E | Control |
| RANDA INVESTMENTS, LTD. | DE | WT CAPITAL VENTURES, LLC | E | Control |
| RANDA INVESTMENTS, LTD. | DE | WT CAPITAL VENTURES, LLC | E | Control |
| RANDA INVESTMENTS, LTD. | DE | WT CAPITAL VENTURES, LLC | E | Control |
| RANDA INVESTMENTS, LTD. | DE | WT CAPITAL VENTURES, LLC | E | Control |
| RANDA INVESTMENTS, LTD. | DE | WT CAPITAL VENTURES, LLC | E | Control |
| RANDA INVESTMENTS, LTD. | DE | WT CAPITAL VENTURES, LLC | E | Control |
| RANDA INVESTMENTS, LTD. | DE | WT CAPITAL VENTURES, LLC | E | Control |
| GSR IRREVOCBALE TRUST | DE | WESTERNTRUST, L.P. | D | Control |
| GSR IRREVOCBALE TRUST | DE | WESTERNTRUST, L.P. | D | Control |
| GSR IRREVOCBALE TRUST | DE | WESTERNTRUST, L.P. | D | Control |
| GSR IRREVOCBALE TRUST | DE | WESTERNTRUST, L.P. | D | Control |
| GSR IRREVOCBALE TRUST | DE | WESTERNTRUST, L.P. | D | Control |
| GSR IRREVOCBALE TRUST | DE | WESTERNTRUST, L.P. | D | Control |
| GSR IRREVOCBALE TRUST | DE | WESTERNTRUST, L.P. | D | Control |
| GSR IRREVOCBALE TRUST | DE | WESTERNTRUST, L.P. | D | Control |
| GSR IRREVOCBALE TRUST | DE | WESTERNTRUST, L.P. | D | Control |
| GSR IRREVOCBALE TRUST | DE | WESTERNTRUST, L.P. | D | Control |
| GSR IRREVOCBALE TRUST | DE | WESTERNTRUST, L.P. | D | Control |
| GSR IRREVOCBALE TRUST | DE | WESTERNTRUST, L.P. | D | Control |
| GSR IRREVOCBALE TRUST | DE | WESTERNTRUST, L.P. | D | Control |
| GSR IRREVOCBALE TRUST | DE | WESTERNTRUST, L.P. | D | Control |
| GSR IRREVOCBALE TRUST | DE | WESTERNTRUST, L.P. | D | Control |
| GSR IRREVOCBALE TRUST | DE | WESTERNTRUST, L.P. | D | Control |
| GSR IRREVOCBALE TRUST | DE | WESTERNTRUST, L.P. | D | Control |
| GSR IRREVOCBALE TRUST | DE | WESTERNTRUST, L.P. | D | Control |
| GSR IRREVOCBALE TRUST | DE | WESTERNTRUST, L.P. | D | Control |
| GSR IRREVOCBALE TRUST | DE | WESTERNTRUST, L.P. | D | Control |
Registrations
Federal
IA
Nov 14, 2025 REGISTERED
Notice Filings (18)
AK AZ CA CO FL GA ID LA NC NE NH NV NY OR TX UT VA WA
Address
20865 NORTH 90TH PLACESUITE 105
SCOTTSDALE, AZ 85255
United States
Phone: 800-825-0616