Kevan
Phillips
Wt Wealth Management, LLC
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About this Advisor
Kevan Phillips is a financial advisor working in Provo, Utah with 3 years of industry experience. Phillips works at Wt Wealth Management, LLC. Over the course of their career, they have held roles at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company and Wt Wealth Management, LLC. Phillips maintains Series 63 and Series 66 licenses, qualifying them as a securities representative, and is registered to work in Arizona, Idaho, Oregon and Utah. Wt Wealth Management, LLC is a registered investment company that has its headquarters in Scottsdale, AZ. The investment advisory business has offices in two locations and a total of 14 advisors. It manages $265 million in total assets between its 2,350 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. Of its 2,350 accounts, just 5% are associated with high-net-worth investors who have greater than $1 million in assets. The firm provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters, educational seminars and other services. Fees for financial management largely are based on the services offered. However, fee types billed by Wt Wealth Management, LLC most likely consist of some blend of asset-based, hourly and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wt Wealth Management, LLC Brokerage Details
$264,952,884
14
2,350
$112,746
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Kevan Phillips Work History
Kevan has been registered as a financial advisor for 3 years.*
Wt Wealth Management, LLC
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services LLC
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Kevan Phillips to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wt Wealth Management, LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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