Allen Atkins has been an investment adviser representative at WT Wealth Management since May 2018, and is not listed among the firm’s executive officers or direct owners. Allen Atkins holds a Bachelor of Arts in Economics from Dartmouth College, an MBA from Stephen F. Austin University and a PhD in Finance from the University of Texas.
WT Wealth Management, LLC is a Scottsdale, AZ firm with $419M under management, 1,141 clients and 13 advisers across 4 offices, as of its March 2026 filing.
Allen Atkins is Senior Investment Advisor of WT Wealth Management. He was a member of the finance faculty at Northern Arizona University from 1998 to 2020 and head of the department from 2014 to 2020. Before that he was on the finance faculty at the University of Arizona from 1988 to 1998 and served as Associate Director of its Entrepreneurship Program from 1995 to 1998. He has also owned several small businesses.
Allen Atkins’ longest registration is the current one, 8 years at WT Wealth Management since 2018. Before joining WT Wealth Management in 2018, Allen Atkins was registered through Four Peaks Wealth Management, LLC.
- WT Wealth Management, LLCCurrent– present · 8 yearsFlagstaff, AZ · Adviser representative · Firm CRD 169566
- Four Peaks Wealth Management, LLC– · 4 yearsFlagstaff, AZ · Adviser representative · Firm CRD 165891
Investment adviser representative registrations
Allen Atkins is registered as an investment adviser representative in 5 states, as a resident of Texas. The first approvals date from May 2018; the most recent is Florida, in December 2025.
- ArizonaSince 4 May 2018
- CaliforniaSince 3 December 2021
- FloridaSince 3 December 2025
- TexasResidentSince 8 December 2022
- UtahSince 19 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 23 August 2013 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Allen Brann Atkins
- CRD
- 6239393
- Firm
- WT Wealth Management · CRD 169566
- Office
- 813 North Beaver Street, Flagstaff, AZ 86001
- Registration
- Investment adviser registration
- In the industry since
- October 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wtwealthmanagement.com
Where does Allen Atkins work?
Allen Atkins is an investment adviser representative registered through WT Wealth Management, LLC since May 2018, and is not listed among the firm’s executive officers or direct owners.
Is Allen Atkins a financial advisor?
Yes. Allen Atkins has a current investment-adviser registration in Arizona, California, Florida, Texas and Utah, through WT Wealth Management since May 2018.
How many years of experience does Allen Atkins have?
Allen Atkins has 13 years in the financial industry, since October 2013, across 2 adviser firms.
What exams has Allen Atkins passed?
Allen Atkins passed the Series 65 in August 2013.
Where did Allen Atkins work before WT Wealth Management?
Before WT Wealth Management, Allen Atkins was registered through Four Peaks Wealth Management, LLC, August 2013 to March 2018.
Where is Allen Atkins based?
Allen Atkins’ registered office is in Flagstaff, AZ.
Is Allen Atkins registered with FINRA?
No. Allen Atkins has no current broker registration.
How can I verify Allen Atkins’ record?
Search CRD 6239393 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Allen Atkins’ full registration record.
