WEALTH TRUST LLC
WealthTrust LLC, a Scottsdale, Arizona based holding company, is a financial partner for eight investment management firms strategically located throughout the U.S. which provide comprehensive wealth management services to select individuals and families. WealthTrust supports each affiliate through administration of compliance, technology, back office operations and client services. Affiliates are focused on achieving each client’s goals and objectives. Their affiliates manage approximately $6 billion in client assets collectively. WealthTrust’s geographical footprint, established integrated support services, and vision for growth make it a platform that is well-positioned to capitalize on current industry trends.
WEALTH TRUST LLC
Industry:
Financial Services Wealth Management
Status:
Active
Contact:
(888) 890-9479
Technology used in webpage:
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Current Employees Featured
Holly Deem Chief Executive Officer @ Wealth Trust LLC
Chief Executive Officer
John Miklich Director of Finance @ Wealth Trust LLC
Director of Finance