WealthTrust Asset Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$205,613,375
Clients
243
Advisors
6
across 4 offices
About
WealthTrust Asset Management, LLC serves individuals, families, trusts, estates, retirement plans and other financial institutions, and offers both direct client investment management and financial planning. The firm also provides asset‑management, model‑management and back‑office/TAMP services to unaffiliated registered investment advisers through its dba names TAMP Advisory Solutions and 925 Advisory.
Its investment approach centers on the WealthTrust DBS model portfolios, which combine quantitative screening with fundamental analysis; the brochure describes the Great 38 equity strategy as a concentrated, long‑term holdings approach using quantitative screens followed by fundamental research. WealthTrust also offers ETF‑based strategies, a Tactical Edge sleeve, and AI‑driven tactical equity and fixed‑income models, and manages client accounts on either a discretionary or non‑discretionary basis with regular rebalancing and reviews.
What distinguishes the firm from many peers is its substantial business serving other advisers and financial institutions via sub‑advisory and tri‑party agreements and third‑party model subscription platforms, which the brochure identifies as a primary revenue and asset channel. The firm also manages an in‑house ETF (the WealthTrust DBS Long Term Growth ETF) and discloses that certain marketing materials for strategies such as Great 38 include hypothetical or back‑tested performance, which it limits to prospective accredited investors and documents with required attestations.
Client services
Expertise
Fee options
$1,000 to $5,000 for comprehensive financial planning
$150 to $250 per hour for financial planning services
Account minimum: $50,000
Main office
See office4458 Legendary Dr., Suite 140
Destin FL 32541
Advisors at this office
3
Offices (4)
Most active in
Alabama · Colorado · Florida · Kansas · Kentucky · Louisiana · Missouri · Nebraska · New Hampshire · Tennessee · Texas · Virginia
Also doing business as
925 Advisory · Canyon Creek Capital LLC · Duncan Mchugh Investments · Pride Financial Advisors · Tamp Advisory Solutions · Tamp Advisory Solutions, LLC · Valiant Wealth Management · Wealthpoint Investments, LLC · Wealthtrust Advisors · Wealthtrust Asset Management · Wealthtrust Asset Management, LLC · Weems Wealth Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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