Overview
Assets Under Management: $436 million
Headquarters: SCOTTSDALE, AZ
High-Net-Worth Clients: 126
Average Client Assets: $2.5 million
Frequently Asked Questions
WEALTHTRUST ARIZONA 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 #141926), WEALTHTRUST ARIZONA is subject to fiduciary duty under federal law.
WEALTHTRUST ARIZONA is headquartered in SCOTTSDALE, AZ.
WEALTHTRUST ARIZONA serves 126 high-net-worth clients according to their SEC filing dated March 22, 2018. View client details ↓
According to their SEC Form ADV, WEALTHTRUST ARIZONA offers financial planning, portfolio management for individuals, pension consulting services, selection of other advisors, and educational seminars and workshops. View all service details ↓
WEALTHTRUST ARIZONA manages $436 million in client assets according to their SEC filing dated March 22, 2018.
According to their SEC Form ADV, WEALTHTRUST ARIZONA serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection, Educational Seminars
Clients
Number of High-Net-Worth Clients: 126
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.89%
Average Client Assets: $2.5 million
Total Client Accounts: 1,297
Discretionary Accounts: 1,297
Regulatory Filings
CRD Number: 141926
Filing ID: 1195777
Last Filing Date: 2018-03-22 16:02:00