Mobile, AL Office

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.