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Wealthtrust Asset Management, LLC

● SEC registered since 2015CRD 174901SEC# 801-80938Destin, FL
Export (members)
Reg. AUM
$183M
Employees
7
Accounts
565
Location
Destin, FL

Wealthtrust Asset Management, LLC assets under management

Wealthtrust Asset Management, LLC is an investment advisory firm registered with the SEC based in Destin, FL. The firm has been registered since 2015. It reports $183 million in regulatory assets under management and employs 7 people.
www.wealthtrustam.comView on SEC.gov ↗

Wealthtrust Asset Management, LLC owners & executives

2 reported
NameTitleOwnershipSince
John Gerard McHugh ControlManaging MemberOver 75%2014
Shawn M McHughChief Compliance OfficerUnder 5%2022

Frequently asked questions

How much does Wealthtrust Asset Management, LLC manage?

Wealthtrust Asset Management, LLC reports $183 million in regulatory assets under management on its Form ADV.

How many employees does Wealthtrust Asset Management, LLC have?

Wealthtrust Asset Management, LLC reports 7 employees.

Where is Wealthtrust Asset Management, LLC located?

Wealthtrust Asset Management, LLC is based in Destin, FL and has been SEC-registered since 2015.

Does Wealthtrust Asset Management, LLC disclose fund performance?

Wealthtrust Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4458 Legendary Dr., Suite 140, Destin, FL 32541
Phone850-460-8444
Office hours8:30 a.m. To 4:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$165.3M
Non-discretionary$17.7M
Total (RAUM)$183M