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WT Wealth Management
WT Wealth Management operates from Scottsdale as the wealth-management platform within WesternTrust, L.P. John 'Jack' Thomsen established the parent group,...
WT Wealth Management
WT Wealth Management operates from Scottsdale as the wealth-management platform within WesternTrust, L.P. John 'Jack' Thomsen established the parent group, which later added the multi-family office to serve high-net-worth clients on portfolio construction, estate planning, and tax matters. The firm allocates across public equities, fixed-income ETFs, commodities, and real estate. Confirmed holdings include Schwab U.S. Broad Market ETF, abrdn Physical Gold Shares ETF, and positions in Apple Inc. and NVIDIA Corporation. It also executes direct investments through a joint venture that takes non-controlling stakes in financial-advice practices. Geographic exposure centers on North America with additional real-estate assets in Oceania. Assets under management stand at $406 million. The firm maintains a Scottsdale headquarters and owns WesternTrust Hospitality, which operates boutique hotels and yacht charters. In 2025 it filed 13F reports showing an increase in its Apple position to 44,563 shares valued at $9.143 million and a reduction in its Walmart holding. WesternTrust, L.P. serves as the holding company that owns both the wealth-management entity and several operating subsidiaries. This integrated ownership model allows the firm to offer clients coordinated access to investment management, tax accounting, and legal services under one structure.
General information
Firm type
Multi Family Office
Location
Region
North America
Country
United States
City
Scottsdale, AZ
Principals
John 'Jack' Thomsen
Founder and CEO
John Heilner
Chief Investment Officer
Robert Thompson
Senior executive
Sector focus
Frequently asked questions
Who runs investment decisions at WT Wealth Management?
John Heilner serves as Chief Investment Officer. John 'Jack' Thomsen remains founder and CEO of the parent WesternTrust group.
Does WT Wealth Management participate in fund commitments or only direct deals?
The firm primarily manages liquid public securities in separately managed accounts. It also maintains a joint venture for direct growth-capital investments in financial-advice practices.
What investment stages does WT Wealth Management typically target?
Public-market holdings focus on established large-cap companies. Private activity targets growth-stage opportunities through the direct-deal joint venture.
Which sectors does WT Wealth Management explicitly avoid?
No explicit avoidance policy is stated in available filings or website materials.
How is WT Wealth Management related to WesternTrust, L.P.?
WesternTrust, L.P. is the parent holding company that owns WT Wealth Management and several operating subsidiaries including WesternTrust Hospitality and WT Tax Accounting.
Does WT Wealth Management maintain philanthropic structures, and how are they separated?
The firm offers mission-related investing options to clients but no dedicated philanthropic foundation is disclosed in the records.
What is WT Wealth Management's known posture on co-investments alongside external GPs?
The firm executes direct investments through its own joint venture rather than committing as a limited partner to external funds.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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