What departments does WT Wealth Management have?

WT Wealth Management has employees across 3 departments including Finance, Analytics, Marketing.

What is the largest department at WT Wealth Management?

The largest department at WT Wealth Management is Finance with 10 employees.

Where are WT Wealth Management employees located globally?

WT Wealth Management has employees across 2 continents and 2 countries including United States Of America, Australia.

How has WT Wealth Management's team size changed over time?

WT Wealth Management's team has grown from approximately 13 to 14 employees based on available data.

WT Wealth Management Employee Directory

Financial ServicesArizona, United States11-50 Employees

WT Wealth Management is a financial services firm specializing in portfolio management. It emphasizes aligning strategies with clients' long-term objectives while maintaining flexibility to seize shorter-term opportunities. The firm also educates clients to reduce behavioral biases that can undermine a plan, presenting a disciplined, evidence-based approach to investing.

Headquartered in Scottsdale, Arizona, the firm describes its process as academically structured and grounded in empirical data rather than speculation. It aims to offer a transparent, flexible framework for investors seeking a methodical, long-term investment discipline within the financial services space.

WT Wealth Management Global Highlights

North America
13

United States Of America
13

Oceania
1

Australia
1

WT Wealth Management's Leadership

J. H.
Chief Investment Officer
Mobile Phone
Email
J. R.
Chief Compliance Officer
Mobile Phone
Email
L. H.
Chief Investment Officer
Mobile Phone
Email
S. A.
Head Of Financial Services
Mobile Phone
Email
J. T.
Senior Investment Advisor
Mobile Phone
Email
S. P.
Senior Investment Advisor
Mobile Phone
Email
A. E.
Financial Service Specialist
Mobile Phone
Email
E. T.
Certified Financial Planner™
Mobile Phone
Email

WT Wealth Management Employee Metrics

100%

50%

0%

2026

2025

Banking
Arts & Design
Legal
Accounting
Administrative
Other

Contact profiles from WT Wealth Management

Name

Title

Contact Info

Location

Last Update

J. H.
Chief Investment Officer
Mobile Phone
Email
United StatesArizona
Jun 25, 2026
J. R.
Chief Compliance Officer
Mobile Phone
Email
United StatesArizona
Apr 27, 2026
L. H.
Chief Investment Officer
Mobile Phone
Email
Oct 23, 2024
S. A.
Head Of Financial Services
Mobile Phone
Email
AustraliaNew South Wales
Apr 15, 2026
J. T.
Senior Investment Advisor
Mobile Phone
Email
United StatesArizona
Nov 14, 2024
S. P.
Senior Investment Advisor
Mobile Phone
Email
Oct 17, 2024
A. E.
Financial Service Specialist
Mobile Phone
Email
United StatesArizona
Jan 02, 2026
E. T.
Certified Financial Planner™
Mobile Phone
Email
United StatesArizona
Jun 19, 2026
J. J. W.
Financial Advisor
Mobile Phone
Email
United StatesOregon
Jun 25, 2026
A. R.
Investment Advisor
Mobile Phone
Email
United StatesArizona
Jan 02, 2026

Frequently Asked Questions

What is WT Wealth Management known for?

WT Wealth Management operates in the Financial Services industry. The company's main headquarters is located in 7161 East Rancho Vista Drive Scottsdale, Arizona 85251 United States. Explore WT Wealth Management's company overview page for more information.

What is WT Wealth Management's most common email format?

WT Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more WT Wealth Management email formats with LeadIQ.

How many employees does WT Wealth Management have currently?

WT Wealth Management has approximately 17 employees as of June 2026. These team members are located across 2 continents, including North AmericaOceania.

Who are WT Wealth Management's key employees and leadership?

As of June 2026, WT Wealth Management's key employees include:

Chief Investment Officer: J. H.
Chief Compliance Officer: J. R.
Chief Investment Officer: L. H.
Head Of Financial Services: S. A.
Senior Investment Advisor: J. T.

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WT Wealth Management Employee Directory

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