DFX Intelligence

Data Factory

RIA / WealthAdvisor14 years in industry

JOHN KENNETH HEILNER

Advisor at WT WEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d113ba4f-e8ea-1494-d85c-f4838dbde617

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 29, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WT WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 5, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 12
Exams: S63|S65
First exam: Dec 5, 2011
First registration: May 29, 2012
Dual registered: no
Other names: JOHN KENNETH HEILNER|JOHN KENNETH HEILNER|JOHN HEILNER
IAPD individual key: 2431461

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WT WEALTH MANAGEMENT, LLC	Independent wealth	Dec 2, 2013	n/a	yes	SCOTTSDALE, AZ	Current employment
PRIVATE CLIENT GROUP	Former SEC adviser	May 13, 2014	Nov 4, 2014	no	SCOTTSDALE, AZ	Previous registration
WT WEALTH MANAGEMENT, LLC	n/a	Jun 13, 2013	Dec 3, 2013	no	SCOTTSDALE, AZ	Previous registration
PALO VERDE CAPITAL, LLC	Former SEC adviser	Dec 5, 2012	Apr 4, 2013	no	SCOTTSDALE, AZ	Previous registration
PALO VERDE CAPITAL, LLC	Former SEC adviser	May 29, 2012	Dec 20, 2012	no	SCOTTSDALE, AZ	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRIVATE CLIENT GROUP	n/a	Nov 4, 2014	n/a	n/a	Departure no registered destination	Departure
WT WEALTH MANAGEMENT, LLC	WT WEALTH MANAGEMENT, LLC	Dec 3, 2013	Dec 2, 2013	-1	Firm change	Other
PALO VERDE CAPITAL, LLC	WT WEALTH MANAGEMENT, LLC	Apr 4, 2013	Jun 13, 2013	70	Firm change	Other
PALO VERDE CAPITAL, LLC	PALO VERDE CAPITAL, LLC	Dec 20, 2012	Dec 5, 2012	-15	Channel change	Other

Relationships

Registered with (5)

→ WT WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Dec 2, 2013 to presentfactForm ADV
→ PRIVATE CLIENT GROUPRegistered adviserregistration: previous registration
May 13, 2014 to Nov 4, 2014factForm ADV
→ WT WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jun 13, 2013 to Dec 3, 2013factForm ADV
→ PALO VERDE CAPITAL, LLCRegistered adviserregistration: previous registration
Dec 5, 2012 to Apr 4, 2013factForm ADV
→ PALO VERDE CAPITAL, LLCRegistered adviserregistration: previous registration
May 29, 2012 to Dec 20, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d113ba4f-e8ea-1494-d85c-f4838dbde617
First observed: May 29, 2012
Last observed: Sep 14, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JOHN KENNETH HEILNER

Advisor at WT WEALTH MANAGEMENT, LLC

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d113ba4f-e8ea-1494-d85c-f4838dbde617

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 3:32 AM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

WT WEALTH MANAGEMENT, LLC

Independent wealth

Dec 2, 2013

n/a

yes

SCOTTSDALE, AZ

Current employment

PRIVATE CLIENT GROUP

Former SEC adviser

May 13, 2014

Nov 4, 2014

SCOTTSDALE, AZ

Previous registration

WT WEALTH MANAGEMENT, LLC

n/a

Jun 13, 2013

Dec 3, 2013

SCOTTSDALE, AZ

Previous registration

PALO VERDE CAPITAL, LLC

Former SEC adviser

Dec 5, 2012

Apr 4, 2013

SCOTTSDALE, AZ

Previous registration

PALO VERDE CAPITAL, LLC

Former SEC adviser

May 29, 2012

Dec 20, 2012

SCOTTSDALE, AZ

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

PRIVATE CLIENT GROUP

n/a

Nov 4, 2014

n/a

Departure no registered destination

Departure

WT WEALTH MANAGEMENT, LLC

Dec 3, 2013

Dec 2, 2013

-1

Firm change

Other

PALO VERDE CAPITAL, LLC

WT WEALTH MANAGEMENT, LLC

Apr 4, 2013

Jun 13, 2013

Firm change

Other

PALO VERDE CAPITAL, LLC

Dec 20, 2012

Dec 5, 2012

-15

Channel change

Other