WEALTH TRUST LLC

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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 clientโ€™s goals and objectives. Their affiliates manage approximately $6 billion in client assets collectively. WealthTrustโ€™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.

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WEALTH TRUST LLC

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Industry:
Financial Services Wealth Management

Status:
Active

Contact:
(888) 890-9479

Email Addresses:
[email protected]

Technology used in webpage:
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Current Employees Featured

holly-deem_image

Holly Deem
Holly Deem Chief Executive Officer @ Wealth Trust LLC
Chief Executive Officer

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John Miklich
John Miklich Director of Finance @ Wealth Trust LLC
Director of Finance

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