WealthTrust Asset Management is an investment advisor in Destin with $188.83 mm assets under management.
Company profile
Website
Employees
Incorporated
Fiscal year end
SEC CIK
IRS number
471599455
SEC advisor number
801-80938
FINRA CRD number
174901
AUM ?
$180.01 mm
(as of 27 Mar 24)
Accounts
657
(as of 27 Mar 24)
Employees
9
(7 investment advisory or research)
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
8 Feb 24
13F-HR
Quarterly holdings report by institutional manager
8 Nov 23
13F-HR
Quarterly holdings report by institutional manager
4 Aug 23
13F-HR
Quarterly holdings report by institutional manager
28 Apr 23
13F-HR
Quarterly holdings report by institutional manager
6 Feb 23
13F-HR
Quarterly holdings report by institutional manager
3 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22
13F-HR
Quarterly holdings report by institutional manager
27 May 22
13F-HR
Quarterly holdings report by institutional manager
27 May 22
13F-HR
Quarterly holdings report by institutional manager
27 Oct 21