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WEALTHTRUST ASSET MANAGEMENT, LLC
4458 Legendary Dr.
Suite 140
Destin, Florida 32541
Tel: 850-460-8444
About WEALTHTRUST ASSET MANAGEMENT, LLC
WEALTHTRUST ASSET MANAGEMENT, LLC, formally registered with the SEC as WEALTHTRUST ASSET MANAGEMENT, LLC. The firm was established in 02/03/2015. They have over 3 offices throughout the country.
WEALTHTRUST ASSET MANAGEMENT, LLC is a Destin, Florida based Financial Planning firm with nearly $180,012,386 assets under management, offering retirement planning & investment advisory services to 657 clients. The firm is staffed with 7 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 174901 |
| SEC# | 801-80938 |
| Assets Managed by Firm | $180,012,386 |
| No. of Clients | 657 |
| No. of Advisors | 7 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 657 | $180,012,386 |
| Individuals (other than high net worth individuals) | 204 | $48,949,448 |
| High net worth individuals | 66 | $113,757,983 |
| Pension and profit sharing plans | 3 | $1,486,042 |
| Other investment advisers | 4 | $7,552,918 |
| Corporations or other businesses | 8 | $8,265,995 |
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