Wt Wealth Management, Llc
- Regulatory AUM
- $419M
- Discretionary
- $406M
- Clients
- 1,141
- Avg AUM / client
- $367K
- Accounts
- 2,734
- Employees
- 16
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 02, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 1,028 | $183M | 43.6% |
| High net worth individuals | 105 | $230M | 55.0% |
| Charitable organizations | 2 | $5.1M | 1.22% |
| State or municipal government entities | 2 | $262K | 0.06% |
| Corporations and other businesses | 4 | $534K | 0.13% |
People (15)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Rogers, G., Scott | General Partner | Feb 1995 (32y) | GP / trustee / elected manager of Randa Investments, Ltd. (indirect) | |
| Rogers, Kathe, Ann | Trustee | Jan 2012 (15y) | GP / trustee / elected manager of Gsr Irrevocable Trust (indirect) | |
| John Kenneth Heilner | Chief Investment Officer | Oct 2013 (13y) | Less than 5% | |
| Johnson, David, Glenn | Chief Compliance Officer | Jun 2018 (8y) | Less than 5% | |
| Eileen Mariel Proud | Registered representative | Feb 2016 (10y) | ||
| Robert F Redwanc | Registered representative | Feb 2016 (10y) | ||
| Allen Brann Atkins | Registered representative | May 2018 (8y) | ||
| Emy Annette Tice | Registered representative | CFP | May 2018 (8y) | |
| Glenn Jordan Leest | Registered representative | May 2018 (8y) | ||
| Jackson Scott Rogers | Registered representative | Feb 2020 (6y) | ||
| Kevan Scott Phillips | Registered representative | Jul 2020 (6y) | ||
| Brent L. Rankin | Registered representative | Mar 2021 (5y) | ||
| Austin Rogers | Registered representative | May 2022 (4y) | ||
| Jacob Richard West | Registered representative | Sep 2023 (3y) | ||
| Thomas Clayton Simmons | Registered representative | Nov 2023 (3y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Westerntrust, Lp | Owner | Oct 2013 | A | 75% or more |
| Randa Investments, Ltd. | Sole Member/Owner | Jan 2012 | B | 75% or more of Wt Capital Ventures, Llc (indirect) |
| Gsr Irrevocbale Trust | Partner | Jan 2012 | B | 50% – 75% of Westerntrust, L.P. (indirect) |
| Wt Capital Ventures, Llc | General Partner | Jan 2012 | B | GP / trustee / elected manager of Westerntrust, L.P. (indirect) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/02/2026 | 1.1 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Other fees
- • THIRD PARTY ADVISER FEE
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Selection of other advisers
- • Publication of periodicals or newsletters
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $405M (97% of AUM) Mar 2026
- Folio Investments, Inc. $13.3M (4% of AUM) Jan 2025
- Interactive Brokers $1.7M (1% of AUM) Nov 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 02, 2026.
View current Form ADV (SEC/IAPD) ↗