JW
Jacob R. West
WT WEALTH MANAGEMENT
Sandy, UT
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CRD#: 7785395
JW
Professional summary
Jacob Richard West, who also goes by Jake West, is a registered financial advisor currently at WT WEALTH MANAGEMENT, LLC located in Sandy, Utah.
Jacob is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Jacob has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Jake West
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.
Black Mountain Investment Group ("BMIG"). 299 S Main Street, 13F, Salt Lake City, UT 84111. Partner/Owner/Member since February 2025. Non-investment related. Provides back-office management and technology consulting for companies needing modernization. Quest Consulting, LLC ("QC"). 10716 S Dimple Dell Drive, Sandy, UT 84092. Owner/Tech Consultant since February 2025. Non-investment related. QC provides its consulting services to BMIG. Identifying and referring businesses that need technology or back-office modernization to BMIG. Advisor spends 15-20 hours per month on this activity, which are conducted outside of securities trading hours. Black Mountain Investments (fka The Juniper Fund) ("BMI"). 401 Ryland St., Ste 200-A, Reno, NV 89502. General Partner since February 2025 and involvement is strictly limited to voting. Investment-related. BMI is the GP of Black Mountain Investment Fund, LP, a private investment fund composed solely of accredited investors. Advisor spends 2-3 hours per month on this activity, which are generally outside of securities trading hours. Smilin'. 10716 S Dimple Dell Drive, Sandy, UT 84092. Chief Executive Officer since June 2024 overseeing product development, market strategy, team leadership and investor relations. Non-investment related. Digital platform (website and mobile application) aimed at improving mental and physical health through structured social and wellness-based engagement. Advisor spends 2-3 hours per month on this activity which are generally outside of securities trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Jacob Richard West's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
September 21, 2023 - Present
WT WEALTH MANAGEMENT, LLC
RIA
CRD#: 169566
Sandy, UT
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 - (3/30/2018 Approved)Arizona
Registered Investment Advisory firm - (12/13/2018 Terminated)California
Registered Investment Advisory firm - (12/27/2018 Terminated)Nevada
Registered Investment Advisory firm - (1/11/2019 Terminated)New York
Registered Investment Advisory firm - (12/13/2018 Terminated)Washington
Registered Investment Advisory firm - (12/20/2018 Terminated)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.Highlighted states indicate IAR registrations
IAR
Arizona(10/12/2023)
IAR
Utah(9/21/2023)
Current Firm
WW
WT WEALTH MANAGEMENT, LLC
WT WEALTH MANAGEMENT, LLC
CRD#: 169566 / SEC#: 801-112701
RIA
Registered Investment Advisory firm - (3/30/2018 Approved)Arizona
Registered Investment Advisory firm - (12/13/2018 Terminated)California
Registered Investment Advisory firm - (12/27/2018 Terminated)Nevada
Registered Investment Advisory firm - (1/11/2019 Terminated)New York
Registered Investment Advisory firm - (12/13/2018 Terminated)Washington
Registered Investment Advisory firm - (12/20/2018 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
20865 North 90th Place Suite 105, Scottsdale, AZ 85255
Mailing Address
Phone number
(800) 825-0616
Established
Firm type
Fiscal year end
# of Employees
18
SEC notice filing (16 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 2,594 |
| AUM (Assets Under Management) | $ 385,243,993 |
Red Flags
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