Wealthtrust Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Destin, FL. Its latest Form ADV filing, dated March 31, 2026, reports $217M in regulatory assets under management, 7 employees, 2 offices, and 553 accounts.
Assets Under Management
$217M
Employees
7
Offices
2 offices
Total Clients
256
Primary office
DESTIN, FL
4458 LEGENDARY DR., SUITE 140, DESTIN, FL, United States
Top client segmentIndividuals represent 71.1% of total clients.
Top client categories% of clientsClients
1
Individuals
71.1%
182
2
HNWI
23.8%
61
3
Other Advisers
2.3%
6
4
Corporations
1.2%
3
5
Pension Plans
0.8%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$217Mas of March 31, 2026
Discretionary78.1%
$170M
78% of total RAUM78.1%
Non-discretionary21.9%
$48M
22% of total RAUM21.9%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$217M
Total Accounts553
10Y AUM Change+$73M (+50.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee37:1
10Y Employee Change+3 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.