Emy Tice 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. Emy Tice holds an MBA in Management from Northern Arizona University and a Certificate in Financial Planning from the University of Georgia. Emy Tice studied BSBA in Finance at Northern Arizona University.
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.
Emy Tice is a CERTIFIED FINANCIAL PLANNER™ professional with WT Wealth Management and an Associate Teaching Professor of Finance at Northern Arizona University. Her professional profile lists experience in personal and corporate finance, accounting and strategic planning.
Emy Tice’s longest registration is the current one, 8 years at WT Wealth Management since 2018. Before joining WT Wealth Management in 2018, Emy Tice 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– · 2 yearsFlagstaff, AZ · Adviser representative · Firm CRD 165891
Professional designations
Listed by WT Wealth Management
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Emy Tice is registered as an investment adviser representative in 6 states. The first approvals date from May 2018; the most recent is Utah, in November 2025.
- ArizonaSince 4 May 2018
- CaliforniaSince 30 November 2021
- OregonSince 7 December 2022
- TexasSince 7 December 2022
- UtahSince 24 November 2025
- WashingtonSince 7 December 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 6 August 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Emy Annette Tice
- CRD
- 6499262
- Firm
- WT Wealth Management · CRD 169566
- Office
- 813 North Beaver Street, Flagstaff, AZ 86001
- Registration
- Investment adviser registration
- In the industry since
- September 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- wtwealthmanagement.com
Where does Emy Tice work?
Emy Tice 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 Emy Tice a financial advisor?
Yes. Emy Tice has a current investment-adviser registration in Arizona, California, Oregon, Texas, Utah and Washington, through WT Wealth Management since May 2018.
How many years of experience does Emy Tice have?
Emy Tice has 11 years in the financial industry, since September 2015, across 2 adviser firms.
What exams has Emy Tice passed?
Emy Tice passed the Series 65 in August 2015.
Where did Emy Tice work before WT Wealth Management?
Before WT Wealth Management, Emy Tice was registered through Four Peaks Wealth Management, LLC, August 2015 to March 2018.
Where is Emy Tice based?
Emy Tice’s registered office is in Flagstaff, AZ.
Is Emy Tice registered with FINRA?
No. Emy Tice has no current broker registration.
Is Emy Tice a CFP?
WT Wealth Management lists Emy Tice with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Emy Tice’s record?
Search CRD 6499262 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Emy Tice’s full registration record.
