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WEALTHTRUST ASSET MANAGEMENT, LLC
CRD 174901 · SEC 801-80938
4458 LEGENDARY DR., SUITE 140, DESTIN, FL, 32541, United States
Phone
850-460-8444
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$217.4M
Discretionary AUM
$169.7M
Team
7 total employees; 5 advisory reps; 600 broker-dealer reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 182 | $56.7M |
| High net worth individuals | 61 | $148.9M |
| Pension/profit sharing plans | 2 | $426K |
| Charitable organizations | 2 | $1.6M |
| Other investment advisers | 6 | $5.9M |
| Corporations/business entities | 3 | $3.9M |
States served
AL, CO, KS, KY, LA, NE, TN, VA, MO, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD