Trustee · WT Wealth Management, LLC
Kathe A. Rogers
CRD 6274783 · Named on Form ADV at one SEC-registered adviser
At a glance
WT Wealth Management, LLC, an SEC-registered wealth manager based in Scottsdale, AZ with $419 million in regulatory assets, lists Kathe A. Rogers on its Form ADV as Trustee, a control person.
Firms and roles
- WT Wealth Management, LLCTrusteeWealth manager · Scottsdale, AZ · $419M in regulatory assets
AtlasMembers
Kathe’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- John K. HeilnerChief Investment Officer, WT Wealth Management, LLC
- David G. JohnsonChief Compliance Officer, WT Wealth Management, LLC
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Kathe’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.