WEALTHTRUST ASSET MANAGEMENT, LLC
SEC RegisteredProviding Investment Portfolio Management to Advisors and Clients.
About the firm
WealthTrust Asset Management, LLC is a SEC Registered Investment Adviser dedicated to providing personalized investment solutions tailored to meet the diverse needs of clients and clients of other advisors. The firm offers investment portfolio management through a proprietary quantitative methodology with over 25 years of portfolio management experience.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment portfolio management through proprietary DBS Portfolios (including Large Cap Growth, Conservative Growth & Income, Long Term Growth, Total Return, Tactical A.I. Equity ETF, Tactical A.I. Fixed Income ETF, Quality Mid-Cap, Quality Small-Cap, ETF Quantitative Sectors, ETF Equity Growth, ETF Equity Value, Moderate Fixed Income, and Conservative Fixed Income), as well as access to Fixed and Fixed Indexed Annuities through the affiliated JG McHugh Group insurance agency.
Who they serve
Individual clients and other financial advisors seeking investment portfolio management solutions.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 182 | $57M |
| High Net Worth Individuals | 61 | $149M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 2 | $426k |
| State/Municipal Entities | 2 | — |
| Insurance Companies | 6 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
600 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. WEALTHTRUST ASSET MANAGEMENT, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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