Welcome to Theta Wealth Management

Theta Wealth Management (TWM), a registered investment advisory firm, is based in Scottsdale, Arizona. Our mission is to develop and implement investment strategies with primary focus on capital preservation and gradual capital appreciation.

We are a dedicated investment advisor and believe in purpose driven investment philosophy.  As the financial markets continue to evolve into a very complicated marketplace, it has become very difficult for average investors to remain focused.  In such an environment, you need an advisor who can provide the foresight, discipline, efficiency and dedication to implement investment strategies that give you the best chance to preserve and grow your capital.

Our performance-fee based services are available only to “sophisticated” clients. Please click here to see the definition of a sophisticated investor.

We invite you to explore more about our services by contacting us today.

Click here to view and download our Form ADV Part 2 Brochure.