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Building 2WEALTHTRUST ASSET MANAGEMENT, LLC

Map pinDESTIN, FL
Phone850-460-8444
NotebookSEC #801-80938
Total AUM
$217.4M
Employees
7
Clients
256

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
4458 LEGENDARY DR.
SUITE 140
DESTIN
FL 32541
United States
Operating Hours
8:30 AM TO 4:00 PM
Monday - Friday
Phone
850-460-8444
Other Offices
2

ReceiptFinancials

Total AUM
$217.4M
Accounts
553
Discretionary
$169.7M
Accounts
434
Non-Discretionary
$47.7M
Accounts
119

ContactClients

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Individual Clients
182
AUM
$56.7M
HNW Individual Clients
61
AUM
$148.9M
Pension/Profit Sharing Plan Clients
2
AUM
$425.9K
Charitable Organization Clients
2
AUM
$1.6M
Investment Advisor Clients
6
AUM
$5.9M
Corporation or Business Clients
3
AUM
$3.9M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
ALCOFLKSKYLAMONENHTNTXVA

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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