David Johnson is a control person of WT Wealth Management and directly owns under 5% of it.
WT Wealth Management is an investment adviser based in Scottsdale, AZ, registered with the SEC since 2018. It provides financial planning and investment management. Its clients include high-net-worth individuals, individual clients and charitable organizations. Its regulatory assets under management total $419 million, as filed on 2 March 2026. Its fees, ownership and offices are on the firm’s profile.
- CRD
- 6749802
- Firm
- WT Wealth Management · CRD 169566
- Role
- Chief Compliance Officer
- In role since
- June 2025 · 1 year
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Scottsdale, AZ
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
Where does David Johnson work?
David Johnson has been Chief Compliance Officer of WT Wealth Management, LLC since June 2025, and is a control person of the firm.
How can I verify David Johnson’s record?
David Johnson’s role is listed on WT Wealth Management, LLC’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 169566.
