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The fee is billed in advance and is negotiable.","source":"2026 ANNUAL AMENDMENT BROCHURE, filed 2 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does WT Wealth Management use?","answer":"WT Wealth Management’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $405M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 2 March 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does WT Wealth Management have?","answer":"WT Wealth Management has 13 investment adviser representatives registered with state securities authorities, out of 16 employees, and 13 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does WT Wealth Management invest in?","answer":"At the end of its last fiscal year, WT Wealth Management’s separately managed accounts held 70% registered funds (mutual funds, ETFs, BDCs), 28% exchange-traded equities and 2% cash and equivalents.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns WT Wealth Management?","answer":"WT Wealth Management is owned through a trust by GSR Irrevocbale Trust. 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