Overview
Assets Under Management: $785 million
Headquarters: ATLANTA, GA
High-Net-Worth Clients: 112
Average Client Assets: $5.8 million
Frequently Asked Questions
BT WEALTH MANAGEMENT, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147729), BT WEALTH MANAGEMENT, LLC is subject to fiduciary duty under federal law.
BT WEALTH MANAGEMENT, LLC is headquartered in ATLANTA, GA.
BT WEALTH MANAGEMENT, LLC serves 112 high-net-worth clients according to their SEC filing dated September 05, 2018. View client details ↓
According to their SEC Form ADV, BT WEALTH MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisors. View all service details ↓
BT WEALTH MANAGEMENT, LLC manages $785 million in client assets according to their SEC filing dated September 05, 2018.
According to their SEC Form ADV, BT WEALTH MANAGEMENT, LLC serves high-net-worth individuals, pooled investment vehicles, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 112
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 82.82%
Average Client Assets: $5.8 million
Total Client Accounts: 1,054
Discretionary Accounts: 1,017
Non-Discretionary Accounts: 37
Regulatory Filings
CRD Number: 147729
Filing ID: 1235925
Last Filing Date: 2018-09-05 13:06:00