Who owns WT Wealth Management?

No ownership or control links for WT Wealth Management are resolved in the current sources yet — view the network graph to expand, or pull the cited JSON dossier.

What is WT Wealth Management's risk level?

WT Wealth Management has not yet been risk-scored — absence of a score means "not yet assessed", not "clean". Risk levels are heuristic investigative leads, not legal determinations of beneficial ownership.

Where does WT Wealth Management appear across sources?

WT Wealth Management is indexed in the WhiteIntel corporate-ownership graph (US), with a source on every claim.

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WT Wealth Management

Name: WT Wealth Management — ownership dossier
Creator: WhiteIntel
License: https://whiteintel.dev/terms
Keywords: corporate ownership, beneficial ownership, UBO, corporate intelligence, OSINT, corporate registry, WT Wealth Management, Company, US

UnscoredCompanyUS

Company · US

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/01

Ownership & control

No ownership or control links resolved yet

An absent link means “not yet observed in our current sources”, not that none exists — cross-source resolution is still growing.

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104 assets
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Identity, address & registry profile
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Community notes

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Assets held

104 assetsPREMIUM

104 linked assets — vessels, aircraft, property & securities with identifiers. Unlock the itemised list.

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/03

People & control

83 parties · 0 current

Every officer, person with significant control and cross-company role we hold, resolved into one entry per party. Roles are registry records, not a claim of control.

●
ABRDN GOLD ETF TRUST
Also holds roles at 1 other company
- Freedom Investment Management, Inc.13F holder
●
ABRDN SILVER ETF TRUST
Also holds roles at 1 other company
- Freedom Investment Management, Inc.13F holder
●
ADOBE INC
Also holds roles at 21 other companies
- Merlin Capital, Inc13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
ALPHABET CLASS C
Also holds roles at 31 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- Merlin Capital, Inc13F holder
●
AMAZON.COM INC
Also holds roles at 30 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
APPLE INC
Also holds roles at 33 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
ARCHER DANIELS MIDLAND CO COM
Also holds roles at 11 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Vinva Investment Management Ltd13F holder
- Capstone Financial Advisors, Inc.13F holder
●
BANK OF AMERICA CORP
Also holds roles at 26 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
●
BERKSHIRE HATHAWAY INC - CL B
Also holds roles at 26 other companies
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
BLACKROCK ULTRA SHORT-TERM BOND ETF
Also holds roles at 5 other companies
- Capstone Financial Advisors, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- WEST PACES ADVISORS INC.13F holder
●
BONDBLOXX ETF TRUST
Also holds roles at 1 other company
- Continuum Advisory, LLC13F holder
●
BRISTOL-MYERS SQUIBB CO
Also holds roles at 21 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
CHARLES SCHWAB CORPORATION
Also holds roles at 22 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
●
CHEVRON CORP
Also holds roles at 28 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
CISCO SYSTEMS INC
Also holds roles at 25 other companies
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
CONSTELLATION BRANDS INC-A
Also holds roles at 10 other companies
- Vinva Investment Management Ltd13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
COSTCO WHOLESALE CORP
Also holds roles at 23 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
DICKS SPORTING GOODS INC COM
Also holds roles at 5 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
●
DISNEY WALT CO
Also holds roles at 24 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
ENERGY TRANSFER L P COM UT LTD PTN
Also holds roles at 7 other companies
- Marathon Trading Investment Management LLC13F holder
- Capstone Financial Advisors, Inc.13F holder
- Estabrook Capital Management13F holder
●
Esperion Therapeutics I
Also holds roles at 3 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
- VANGUARD GROUP INC13F holder
●
FACEBOOK INC-A
Also holds roles at 25 other companies
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
FIDUS INVT CORP
Also holds roles at 1 other company
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
FIRST TRUST ENHANCED SHORT MATURITY ETF
Also holds roles at 3 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- WEST PACES ADVISORS INC.13F holder
- Continuum Advisory, LLC13F holder
●
FIRST TRUST NASDAQ TECHNOLOGY DIVIDEND INDEX FUND
Also holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
●
GLOBAL X FDS
Also holds roles at 2 other companies
- Continuum Advisory, LLC13F holder
- Fisher Asset Management, LLC13F holder
●
HEALTH CARE SELECT SECTOR SPDR FUND
Also holds roles at 11 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
HOME DEPOT INC
Also holds roles at 23 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
ILLINOIS TOOL WKS INC COM
Also holds roles at 16 other companies
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
●
INTUIT COM
Also holds roles at 17 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
INVESCO ACTIVELY MANAGED ETF
Also holds roles at 2 other companies
- Freedom Investment Management, Inc.13F holder
- WNY Asset Management, LLC13F holder
●
INVESCO AEROSPACE & DEFENSE ETF
Also holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
●
INVESCO EXCH TRADED FD TR II
Also holds roles at 3 other companies
- Freedom Investment Management, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- WEST PACES ADVISORS INC.13F holder
●
INVESCO QQQ TR
Also holds roles at 12 other companies
- Marathon Trading Investment Management LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
●
INVESCO SENIOR LOAN ETF
Also holds roles at 4 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- WEST PACES ADVISORS INC.13F holder
- VANGUARD GROUP INC13F holder
●
ISHARES 1-3 YEAR TREASURY BOND ETF
Also holds roles at 7 other companies
- Freedom Investment Management, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- HSBC HOLDINGS PLC13F holder
●
ISHARES INC
Also holds roles at 2 other companies
- Moss Adams Wealth Advisors LLC13F holder
- Continuum Advisory, LLC13F holder
●
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
Also holds roles at 1 other company
- WEST PACES ADVISORS INC.13F holder
●
ISHARES TR
Also holds roles at 17 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VANGUARD GROUP INC13F holder
●
JPMORGAN CHASE & CO
Also holds roles at 27 other companies
- Marathon Trading Investment Management LLC13F holder
- EPACRIA CAPITAL PARTNERS, LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
JPMORGAN ULTRA-SHORT INCOME ETF
Also holds roles at 7 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
●
LILLY ELI & COMPANY
Also holds roles at 23 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
LOWES COMPANIES INC
Also holds roles at 20 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
MASTERCARD INCORPORATED
Also holds roles at 20 other companies
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
●
MCDONALDS CORP
Also holds roles at 23 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
MCKESSON CORP COM
Also holds roles at 16 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
MERCADOLIBRE INC
Also holds roles at 11 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
MICROSOFT CORP
Also holds roles at 30 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- Marathon Trading Investment Management LLC13F holder
●
NETFLIX INC COM
Also holds roles at 17 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
NIKOLA CORP
Also holds roles at 3 other companies
- Marathon Trading Investment Management LLC13F holder
- VANGUARD GROUP INC13F holder
- Fisher Asset Management, LLC13F holder
●
Nuveen Credit Strategies Income Fund
Also holds roles at 2 other companies
- CoreFirst Bank & Trust13F holder
- STATE FARM MUTUAL AUTOMOBILE INSURANCE CO13F holder
●
PALO ALTO NETWORKS INC
Also holds roles at 13 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
Plains All American Pipeline LP
Also holds roles at 2 other companies
- ACADIAN ASSET MANAGEMENT LLC13F holder
- CoreFirst Bank & Trust13F holder
●
PROSHARES TR II
Also holds roles at 1 other company
- Continuum Advisory, LLC13F holder
●
RPC INC COM
Also holds roles at 5 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
●
SCHWAB INTERMEDIATE-TERM US TREASURY ETF
Also holds roles at 4 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
- WNY Asset Management, LLC13F holder
●
SCHWAB INTERNATIONAL EQUITY ETF
Also holds roles at 4 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- Continuum Advisory, LLC13F holder
●
SCHWAB SHORT-TERM US TREASURY ETF
Also holds roles at 2 other companies
- Freedom Investment Management, Inc.13F holder
- WEST PACES ADVISORS INC.13F holder
●
SCHWAB STRATEGIC TR
Also holds roles at 8 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Capstone Financial Advisors, Inc.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
SCHWAB U.S. BROAD MARKET ETF
Also holds roles at 6 other companies
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- Regis Acquisition Inc.13F holder
●
SCHWAB U.S. REIT ETF
Also holds roles at 4 other companies
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
- VANGUARD GROUP INC13F holder
●
SCHWAB US TIPS ETF
Also holds roles at 5 other companies
- Belmont Capital, LLC13F holder
- WEST PACES ADVISORS INC.13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
SELECT SECTOR SPDR TR
Also holds roles at 8 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
●
SOUTHWEST AIRLS CO COM
Also holds roles at 7 other companies
- HSBC HOLDINGS PLC13F holder
- WEST PACES ADVISORS INC.13F holder
- PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO13F holder
●
SPDR SER TR
Also holds roles at 7 other companies
- Freedom Investment Management, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
- HSBC HOLDINGS PLC13F holder
●
SSGA ACTIVE ETF TR
Also holds roles at 1 other company
- Continuum Advisory, LLC13F holder
●
T-MOBILE US INC COM
Also holds roles at 11 other companies
- Freedom Investment Management, Inc.13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
- HSBC HOLDINGS PLC13F holder
●
TECHNOLOGY SELECT SECTOR SPDR FUND
Also holds roles at 11 other companies
- Marathon Trading Investment Management LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Estabrook Capital Management13F holder
●
TESLA INC
Also holds roles at 25 other companies
- GARDA CAPITAL PARTNERS LP13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
TJX COS INC NEW COM
Also holds roles at 14 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Vinva Investment Management Ltd13F holder
- Estabrook Capital Management13F holder
●
ULTA SALON COSMETICS & FRAGR
Also holds roles at 10 other companies
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- Freedom Investment Management, Inc.13F holder
- Vinva Investment Management Ltd13F holder
●
UNITED PARCEL SERVICE - CL B
Also holds roles at 15 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Freedom Investment Management, Inc.13F holder
- Belmont Capital, LLC13F holder
●
UNITEDHEALTH GROUP INC
Also holds roles at 22 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Merlin Capital, Inc13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
VANECK ETF TR
Also holds roles at 1 other company
- Fisher Asset Management, LLC13F holder
●
VANECK ETF TRUST
Also holds roles at 1 other company
- Freedom Investment Management, Inc.13F holder
●
VanEck Pharmaceutical ETF
Also holds roles at 2 other companies
- CoreFirst Bank & Trust13F holder
- Continuum Advisory, LLC13F holder
●
VANECK SEMICONDUCTOR ETF
Also holds roles at 2 other companies
- HSBC HOLDINGS PLC13F holder
- Fisher Asset Management, LLC13F holder
●
VANGUARD S&P 500 ETF
Also holds roles at 9 other companies
- Freedom Investment Management, Inc.13F holder
- Capstone Financial Advisors, Inc.13F holder
- RETIREMENT CAPITAL STRATEGIES13F holder
●
VANGUARD SCOTTSDALE FDS
Also holds roles at 6 other companies
- Freedom Investment Management, Inc.13F holder
- HSBC HOLDINGS PLC13F holder
- Moss Adams Wealth Advisors LLC13F holder
●
VISA INC - CL A
Also holds roles at 23 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- Marathon Trading Investment Management LLC13F holder
- Merlin Capital, Inc13F holder
●
WAL-MART INC
Also holds roles at 25 other companies
- MAKENA CAPITAL MANAGEMENT LLC13F holder
- GENEVA CAPITAL MANAGEMENT LLC13F holder
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
●
WASTE MGMT INC DEL COM
Also holds roles at 12 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Estabrook Capital Management13F holder
- ACADIAN ASSET MANAGEMENT LLC13F holder
●
WISDOMTREE TR
Also holds roles at 2 other companies
- TRUSTMARK NATIONAL BANK TRUST DEPARTMENT13F holder
- Continuum Advisory, LLC13F holder

83 parties · 0 current. Ceased and resigned records are retained as history.

Community intel

Crowd leads · unverified

Tips, corrections and leads contributed by the community on WT Wealth Management. These are unverified leads, not WhiteIntel findings — we surface them for investigators to chase, and analyse the corroborated ones into SnitchScore.

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