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Robert F Redwanc

WT WEALTH MANAGEMENT
Tampa, FL
·CRD# 4354455·24 years experience

Professional Summary

Robert F Redwanc, who also goes by Bob Redwanc, is a registered financial advisor currently at WT WEALTH MANAGEMENT, LLC located in Tampa, Florida. Robert is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2002. Robert has worked at 5 firms and has passed the Series 66, Series 63 and Series 7 exams.

At a Glance

Always Fiduciary

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Bob Redwanc

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.

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Years of Experience

24 years in the financial services industry

Current & Past Employments

WT WEALTH MANAGEMENT, LLC·CRD# 169566
RIA
Tampa, FL
December 21, 2015 - Present
TRUE FINANCIAL WEALTH MANAGEMENT FIRM LLC·CRD# 114896
RIA
Sedona, AZ
March 19, 2013 - November 12, 2020
FINANCIAL ADVISERS OF AMERICA, LLC·CRD# 142170
RIA
Sedona, AZ
January 2, 2008 - April 30, 2013
FINANCIAL ADVISERS OF AMERICA, LLC·CRD# 142170
BD
Sedona, AZ
January 2, 2008 - April 30, 2013
GIRARD SECURITIES, INC.·CRD# 18697
RIA
Tucson, AZ
March 16, 2005 - January 30, 2008
GIRARD SECURITIES, INC.·CRD# 18697
BD
Tucson, AZ
September 17, 2002 - January 30, 2008
SENTRA SECURITIES CORPORATION·CRD# 10249
BD
Phoenix, AZ
March 11, 2002 - November 4, 2002

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Current Firm

WW
WT WEALTH MANAGEMENT, LLC

WT WEALTH MANAGEMENT, LLC

CRD#: 169566 / SEC#: 801-112701
RIA
Registered Investment Advisory firm - SEC (3/30/2018 Approved)
Arizona
Registered Investment Advisory firm - Arizona (12/13/2018 Terminated)
California
Registered Investment Advisory firm - California (12/27/2018 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (1/11/2019 Terminated)
New York
Registered Investment Advisory firm - New York (12/13/2018 Terminated)
Washington
Registered Investment Advisory firm - Washington (12/20/2018 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

Contact Information

Main Address

20865 North 90th Place Suite 105, Scottsdale, AZ 85255

Phone Number

(800) 825-0616

# of Employees

16

SEC notice filing (16 States and Territories)

Registered to provide investment advisory services in 16 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2026 ANNUAL AMENDMENT BROCHURE (3/2/2026)

Regulatory Assets Under Management

Total Number of Accounts

2,734

AUM (Assets Under Management)

$419,058,112

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Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

True Financial Wealth Management Firm, LLC, Investment Related, Tampa, FL, 03/2006, Member, Owner and Vice President, 2 hours per month devoted, 0 hours per month devoted during securities trading, no activities under entity conducted just an active entity to manage.

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Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
WW
WT WEALTH MANAGEMENT, LLC

WT WEALTH MANAGEMENT, LLC

CRD#: 169566 / SEC#: 801-112701
RIA
Registered Investment Advisory firm - SEC (3/30/2018 Approved)
Arizona
Registered Investment Advisory firm - Arizona (12/13/2018 Terminated)
California
Registered Investment Advisory firm - California (12/27/2018 Terminated)
Nevada
Registered Investment Advisory firm - Nevada (1/11/2019 Terminated)
New York
Registered Investment Advisory firm - New York (12/13/2018 Terminated)
Washington
Registered Investment Advisory firm - Washington (12/20/2018 Terminated)
Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.
IAR
Arizona
(2/19/2016)
IAR
California
(7/21/2016)
IAR
Colorado
(9/24/2025)
IAR
Florida
(8/20/2025)
IAR
Georgia
(12/22/2022)
IAR
Idaho
(12/1/2021)
IAR
Nevada
(11/22/2016)
IAR
North Carolina
(11/19/2025)
IAR
Oregon
(11/29/2023)
IAR
Washington
(3/3/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Mar 2005About the Series 66 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Jan 2002About the Series 63 exam

Series 7 — General Securities Representative Examination

Passed Mar 2002About the Series 7 exam

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CRS (Client Relationship Summary) - RIA

Click below to view Robert F Redwanc's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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