Destin, FL Office
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WealthTrust Asset Management, LLC
Team
Firm-wide stats for WealthTrust Asset Management, LLC
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.
Based on WealthTrust Asset Management, LLC
Expertise
Based on WealthTrust Asset Management, LLC
Location
4458 Legendary Dr., Suite 140
Destin FL 32541
Advisors at this office
3
Advisors at this office
John M
Series 63, Series 65
Destin, FL
WealthTrust Asset Management, LLC
John Mchugh is a financial advisor with WealthTrust Asset Management, LLC, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at TAMP Advisory Solutions LLC since 2018 and previously at Duncan McHugh Investments from 2015 to 2018. Outside of advisory work, he is a passive investor with a minority ownership interest in a restaurant/club in Frontenac, MO. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, providing direct investment management, financial planning, and back-office services to unaffiliated advisers. The firm’s investment approach combines quantitative screening with fundamental analysis through model portfolios, and it is notable for its significant business providing sub-advisory and model subscription services to other advisers.
Michael L
CFA®, Series 63, Series 65, Series 66
Destin, FL
WealthTrust Asset Management, LLC
Michael Lee is a CFA® charterholder with seven years of industry experience. He is currently affiliated with WealthTrust Asset Management, LLC, where he works as part of a five-advisor team. Lee has previous experience at firms including Blackstock, Inc, Wildermuth Asset Management, and Kalos Management. He has contributed occasionally to Seeking Alpha, an investment-related website. WealthTrust Asset Management, LLC serves individuals, families, trusts, estates, retirement plans, and financial institutions, providing investment management, financial planning, and specialized services to other advisers through its TAMP platforms. The firm’s investment approach integrates quantitative screening with fundamental analysis across model portfolios, including strategies such as the Great 38 equity portfolio and AI-driven tactical models.
Chae K
Series 65
Destin, FL
WealthTrust Asset Management, LLC
Chae Kyle is a financial advisor at WealthTrust Asset Management, LLC with one year of industry experience. He holds a Series 65 designation and has prior experience at Signal Advisors Wealth, LLC and Aspen Creek Wealth Management. Outside of his advisory role, he serves as CEO and paraplanner at Iron Plan Solutions Group, LLC, focusing on fixed index annuities and life insurance sales. WealthTrust Asset Management serves individuals, families, trusts, estates, retirement plans, and financial institutions, offering investment management and financial planning services. The firm utilizes quantitative screening combined with fundamental analysis across various investment strategies and distinguishes itself by providing asset-management and model-management solutions to other registered investment advisers.
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