CRD: 169566
WT Wealth Management, LLC
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- Custodian
- Charles Schwab & Company · Goldman Sachs
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 12-02-2013
- Office Locations
- 9
Office Locations
About WT Wealth Management, LLC
WT Wealth Management is an SEC-registered RIA providing family-office style wealth management for individuals and families, pairing investment and asset management with estate and tax planning, insurance/risk management, and charitable giving. Portfolios are built as SMAs tailored to each client’s risk score and objectives, using ETFs, individual equities, and mutual funds, with offices across AZ plus Jackson Hole and Las Vegas.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
JOHN KENNETH HEILNER
Chief Investment Officer
- CRD
- #2431461
- Ownership
- Less than 5%
David Glenn Johnson
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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ALLEN BRANN ATKINS
Senior Investment Advisor
- CRD
- #6239393
GLENN JORDAN LEEST
Senior Investment Advisor
- CRD
- #6234623
Showing 2 of 14 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $405,912,586 | $151,347 |
| Non-Discretionary | $13,145,526 | $252,799 |
| Total | $419,058,112 | $153,277 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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