Glenn Leest
Glenn Leest is a registered investment advisor at Wt Wealth Management, LLC, based in Scottsdale, AZ, with 10 years of industry experience. Glenn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 1,141 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WT Wealth Management charges an annual investment management fee based on a percentage of your portfolio's value. The exact percentage is negotiable and can range from 0% to 2%. The fee is collected quarterly in advance. If you end the relationship early, you'll receive a refund for any unearned portion of the fee.
Location
20865 North 90th Place, Suite 105, Scottsdale, AZ, 85255
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Glenn is an insurance agent selling fixed insurance products since 2021, dedicating minimal time to this activity. He also serves as an Associate Pastor, Board Member, and Finance Committee Member at Bridge Church, and hosts the "Intelligent Investing with Glenn Leest" podcast.
Employment History
Current Registrations
Wt Wealth Management, LLC
Previous Registrations
Four Peaks Wealth Management, LLC
Oneamerica Securities, INC.
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.