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BT WEALTH MANAGEMENT, LLC
ATLANTA, GA
770-635-5000
SEC #801-69372Total AUM
$1.1B
Employees
16Clients
343Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
RIVERWOOD 200
3300 RIVERWOOD PARKWAY, SUITE 1075
ATLANTA
GA 30339
United States
3300 RIVERWOOD PARKWAY, SUITE 1075
ATLANTA
GA 30339
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Monday - Friday
Phone
770-635-5000
Other Offices
1
Financials
Total AUM
$1.1B
Accounts
1,327Discretionary
$1B
Accounts
1,301Non-Discretionary
$17.8M
Accounts
26
Clients
Individual Clients
131AUM
$62.7M
HNW Individual Clients
194AUM
$783.8M
Pooled Vehicle Clients
4AUM
$181.6M
Pension/Profit Sharing Plan Clients
5AUM
$12.2M
Charitable Organization Clients
9AUM
$10M
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
FLGANCTNTX
Affiliates
Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.