WEALTHTRUST ASSET MANAGEMENT, LLC
B63
CRD 174901·SEC 801-80938·DESTIN, FL
AUM
$217.4M
$100M-$500M
Est. Revenue
$2.2M
@ 1% on AUM
Est. EBITDA
$652K
@ 30% margin
Est. Deal Value
$5.2M
@ 8× EBITDA
Identity
Registrations & legal identity
Economics
AUM trajectory
'20 · $117.0M
'21 · $173.4M
'22 · $188.8M
'23 · $188.8M
'25 · $183.0M
'26 · $217.4M
'20'26
$117.0M → $217.4M▲ +86%
Client mix
| Individuals Other | 182 |
| Individuals High Net Worth | 61 |
| Other Investment Advisers | 6 |
| Corporations | 3 |
| Pension Profit Sharing Plans | 2 |
Operations
Advisory staff (5-yr trend)
'20 · 5 advisors
'21 · 5 advisors
'22 · 5 advisors
'23 · 7 advisors
'25 · 5 advisors
'26 · 5 advisors
'20'26
5 advisors → 5 advisors▬ 0%
Branches
—
Custodian & Brokerage
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Filings
Compliance
Trademark
—
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
SEC EDGAR
Compliance & brand
All other collected signals (17)
Everything else we've pulled for this record, not yet curated into a section.
Edgar Addresses
Mailing
4458 LEGENDARY DR.SUITE 140DESTIN, FL 32541
Business
4458 LEGENDARY DR.SUITE 140DESTIN, FL 32541
Edgar Recent Filings
13F-HR2026-05-06 · 0002085853-26-000570
13F-HR2026-02-04 · 0002085853-26-000192
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited