WEALTHTRUST ARIZONA LLC
Legal name: WEALTHTRUST ARIZONA
CRD #141926 SEC #801-67203 SCOTTSDALE, AZ 480-483-7300
SEC Registered
Total AUM
$436.1M
Discretionary
$436.1M
Employees
9
Clients
251
Accounts
1,297
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2018 | $436.1M | $436.1M | $0 | 9 | 0 |
| Nov 2017 | $409.9M | $409.9M | $0 | 9 | 0 |
| Jun 2017 | $409.9M | $409.9M | $0 | 10 | 400 |
| Jun 2017 | $409.9M | $409.9M | $0 | 10 | 400 |
| Jun 2017 | $409.9M | $409.9M | $0 | 10 | 400 |
| Mar 2017 | $409.9M | $409.9M | $0 | 10 | 400 |
| Jun 2016 | $389.2M | $385.1M | $4.1M | 10 | 400 |
| Apr 2016 | $389.2M | $385.1M | $4.1M | 10 | 400 |
| Mar 2016 | $389.2M | $385.1M | $4.1M | 10 | 400 |
| Mar 2016 | $389.2M | $385.1M | $4.1M | 10 | 400 |
| Oct 2015 | $431.3M | $423.6M | $7.7M | 10 | 400 |
| Jan 2015 | $431.3M | $423.6M | $7.7M | 10 | 400 |
| Mar 2014 | $412.7M | $405.9M | $6.8M | 11 | 400 |
| Mar 2013 | $395M | $388.4M | $6.5M | 10 | 400 |
| Aug 2012 | $448.5M | $442.7M | $5.8M | 11 | 500 |
| Jul 2012 | $448.5M | $442.7M | $5.8M | 11 | 500 |
| Mar 2012 | $448.5M | $442.7M | $5.8M | 11 | 500 |
| Mar 2011 | $458.6M | $456.7M | $1.8M | -- | -- |
| Sep 2010 | $467.4M | $453.7M | $13.7M | -- | -- |
| Sep 2010 | $467.4M | $453.7M | $13.7M | -- | -- |
| Oct 2009 | $429.9M | $352.2M | $77.6M | -- | -- |
| Mar 2009 | $429.9M | $352.2M | $77.6M | -- | -- |
| Mar 2008 | $650.3M | $633.1M | $17.2M | -- | -- |
| Aug 2007 | $578.7M | $399M | $179.7M | -- | -- |
| Mar 2007 | $578.7M | $399M | $179.7M | -- | -- |
| Dec 2006 | $559.7M | $392.2M | $167.5M | -- | -- |
| Nov 2006 | $0 | $0 | $0 | 5 | -- |
DateMar 2018
Total AUM$436.1M
Discretionary$436.1M
Non-Disc.$0
Employees9
Clients0
DateNov 2017
Total AUM$409.9M
Discretionary$409.9M
Non-Disc.$0
Employees9
Clients0
DateJun 2017
Total AUM$409.9M
Discretionary$409.9M
Non-Disc.$0
Employees10
Clients400
DateJun 2017
Total AUM$409.9M
Discretionary$409.9M
Non-Disc.$0
Employees10
Clients400
DateJun 2017
Total AUM$409.9M
Discretionary$409.9M
Non-Disc.$0
Employees10
Clients400
DateMar 2017
Total AUM$409.9M
Discretionary$409.9M
Non-Disc.$0
Employees10
Clients400
DateJun 2016
Total AUM$389.2M
Discretionary$385.1M
Non-Disc.$4.1M
Employees10
Clients400
DateApr 2016
Total AUM$389.2M
Discretionary$385.1M
Non-Disc.$4.1M
Employees10
Clients400
DateMar 2016
Total AUM$389.2M
Discretionary$385.1M
Non-Disc.$4.1M
Employees10
Clients400
DateMar 2016
Total AUM$389.2M
Discretionary$385.1M
Non-Disc.$4.1M
Employees10
Clients400
DateOct 2015
Total AUM$431.3M
Discretionary$423.6M
Non-Disc.$7.7M
Employees10
Clients400
DateJan 2015
Total AUM$431.3M
Discretionary$423.6M
Non-Disc.$7.7M
Employees10
Clients400
DateMar 2014
Total AUM$412.7M
Discretionary$405.9M
Non-Disc.$6.8M
Employees11
Clients400
DateMar 2013
Total AUM$395M
Discretionary$388.4M
Non-Disc.$6.5M
Employees10
Clients400
DateAug 2012
Total AUM$448.5M
Discretionary$442.7M
Non-Disc.$5.8M
Employees11
Clients500
DateJul 2012
Total AUM$448.5M
Discretionary$442.7M
Non-Disc.$5.8M
Employees11
Clients500
DateMar 2012
Total AUM$448.5M
Discretionary$442.7M
Non-Disc.$5.8M
Employees11
Clients500
DateMar 2011
Total AUM$458.6M
Discretionary$456.7M
Non-Disc.$1.8M
Employees--
Clients--
DateSep 2010
Total AUM$467.4M
Discretionary$453.7M
Non-Disc.$13.7M
Employees--
Clients--
DateSep 2010
Total AUM$467.4M
Discretionary$453.7M
Non-Disc.$13.7M
Employees--
Clients--
DateOct 2009
Total AUM$429.9M
Discretionary$352.2M
Non-Disc.$77.6M
Employees--
Clients--
DateMar 2009
Total AUM$429.9M
Discretionary$352.2M
Non-Disc.$77.6M
Employees--
Clients--
DateMar 2008
Total AUM$650.3M
Discretionary$633.1M
Non-Disc.$17.2M
Employees--
Clients--
DateAug 2007
Total AUM$578.7M
Discretionary$399M
Non-Disc.$179.7M
Employees--
Clients--
DateMar 2007
Total AUM$578.7M
Discretionary$399M
Non-Disc.$179.7M
Employees--
Clients--
DateDec 2006
Total AUM$559.7M
Discretionary$392.2M
Non-Disc.$167.5M
Employees--
Clients--
DateNov 2006
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--