What departments does WT Wealth Management have?

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

What is the largest department at WT Wealth Management?

The largest department at WT Wealth Management is Finance with 9 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

Our approach to portfolio management keeps us focused on your long-term objectives while providing flexibility to capitalize on shorter-term opportunities. Our role in portfolio management includes empowering our clients through education, to help them avoid those behavioral mistakes that make staying true to the plan a daily battle. By stripping away the mystery around modern portfolio theory, asset allocation and security selection strategies, we reveal a sophisticated, flexible, disciplined approach that is academically structured and based on solid empirical data—not hunches, hopes or unproven theories.

Find WT Wealth Management employees' phone numbers or email addresses

WT Wealth Management Global Highlights

North America
15

United States Of America
15

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
B. P.
Marketing Manager
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

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
Apr 15, 2026
J. R.
Chief Compliance Officer
Mobile Phone
Email
United StatesArizona
May 04, 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
B. P.
Marketing Manager
Mobile Phone
Email
United StatesSouth Carolina
Apr 16, 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
Sep 11, 2025
E. T.
Certified Financial Planner™
Mobile Phone
Email
United StatesArizona
Aug 09, 2025
J. J. W.
Financial Advisor
Mobile Phone
Email
United StatesOregon
Apr 14, 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 16 employees as of April 2026. These team members are located across 2 continents, including North AmericaOceania.

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

As of April 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.
Marketing Manager: B. P.

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