Wealthtrust Asset Management, LLC
Firm details
- Headquarters
- Destin, Florida
- CRD number
- 174901
- Registered since
- February 3, 2015
- Website
- www.wealthtrustam.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI68.49%
- Individuals26.1%
- Other Investment Advisers2.71%
- Corporations / Businesses1.78%
- Charitable Organizations0.73%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension Consulting
Firm profile
FINTRXOverview
Wealthtrust Asset Management, LLC is an independent, privately held RIA organized as an LLC and registered with the SEC in 2015. The firm serves both individual & family clients and institutional accounts, offering fee models that include percentage-of-AUM billing, hourly charges, and fixed fees. Advisory capabilities listed by the firm include financial planning, portfolio management for individuals/small businesses and for businesses/institutions, and pension consulting. The firm does not present itself as a capital allocator and does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds50%
- Exchange Traded Equities38%
- Cash & Cash Equivalents8%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 56Active vs passive
$117M in ETFs
54%
$63.3M
44%
$53.3M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| WEALTHTRUST DBS LONG TERM GROWTH ETF (WLTG) | Active | Large Blend | $49.5M | 1,304,850 | 42.45% |
Location
Destin, FL
Okaloosa
Location
Destin, FL
Headquartered in Destin, FL, in the South of the United States.
- Region
- South
- County
- Okaloosa
- Address
- 4458 Legendary Dr
- Time zone
- ET (UTC-5)
- Office locations
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