WEALTHTRUST AXIOM, LLC

Legal name: AXIOM ASSET MANAGEMENT

CRD #145186 SEC #801-68405 WAYNE, PA 610-688-0050

SEC Registered Disclosures

Total AUM

$802.8M

Discretionary

$643.8M

Employees

Clients

Accounts

598

This firm has regulatory disclosures on file. View disclosures

Firm Details

Organization Type: Limited Liability Company
State of Formation: Delaware
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 28, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
BENTON, MARVIN, RUSH	I	PRESIDENT	NA	Control
BERG, DANIEL, JEREMY	I	DIRECTOR OF FINANCE	NA
BERG, DANIEL, JEREMY	I	DIRECTOR OF FINANCE	NA
BERG, DANIEL, JEREMY	I	DIRECTOR OF FINANCE	NA
BERG, DANIEL, JEREMY	I	DIRECTOR OF FINANCE	NA
BERG, DANIEL, JEREMY	I	DIRECTOR OF FINANCE	NA
BERG, DANIEL, JEREMY	I	DIRECTOR OF FINANCE	NA
BERG, DANIEL, JEREMY	I	DIRECTOR OF FINANCE	NA
BERG, DANIEL, JEREMY	I	CHIEF FINANCIAL OFFICER	NA
BOYLE, JOHN, THOMAS	I	TITLE PRINCIPAL	NA
BOYLE, JOHN, THOMAS	I	TITLE PRINCIPAL	NA
BOYLE, JOHN, THOMAS	I	TITLE PRINCIPAL	NA
CORNE, ROBERT, JEFFERY	I	VICE PRESIDENT AND SECRETARY	NA	Control
CORNE, ROBERT, JEFFERY	I	VICE PRESIDENT AND SECRETARY	NA	Control
CORNE, ROBERT, JEFFERY	I	VICE PRESIDENT AND SECRETARY	NA	Control
HACKER, JUSTIN, BRUCE	I	SECRETARY/TREASURER	NA
HENRY, MICHAEL, KEITH	I	VICE PRESIDENT	NA
MATT, ALBERT, CHAPEL	I	CHIEF COMPLIANCE OFFICER	NA
PAGLIUCO, ROBERT, STEVEN	I	EVP AND TREASURER	NA
PAGLIUCO, ROBERT, STEVEN	I	EVP AND TREASURER	NA
ROSE, CRAIG, ALAN	I	MANAGING DIRECTOR	NA	Control
ROSE, CRAIG, ALAN	I	MANAGING DIRECTOR	NA	Control
ROSE, CRAIG, ALAN	I	MANAGING DIRECTOR	NA	Control
ROSE, CRAIG, ALAN	I	MANAGING DIRECTOR	NA	Control
ROSE, CRAIG, ALAN	I	MANAGING DIRECTOR	NA	Control
ROSE, CRAIG, ALAN	I	MANAGING DIRECTOR	NA	Control
ROSE, CRAIG, ALAN	I	MANAGING DIRECTOR	NA	Control
ROSE, CRAIG, ALAN	I	MANAGING DIRECTOR	NA	Control
ROSE, CRAIG, ALAN	I	MANAGING DIRECTOR	NA	Control
ROSE, CRAIG, ALAN	I	MANAGING DIRECTOR	NA	Control
ROSE, CRAIG, ALAN	I	MANAGING DIRECTOR	NA	Control
ROSE, CRAIG, ALAN	I	MANAGING DIRECTOR	NA	Control
ROSE, CRAIG, ALAN	I	MANAGING DIRECTOR	NA	Control
ROSE, CRAIG, ALAN	I	MANAGING DIRECTOR	NA	Control
ROSE, CRAIG, ALAN	I	MANAGING DIRECTOR	NA	Control
ROSE, CRAIG, ALAN	I	MANAGING DIRECTOR	NA	Control
ROSE, CRAIG, ALAN	I	MANAGING DIRECTOR	NA	Control
ROSE, CRAIG, ALAN	I	MANAGING DIRECTOR	NA	Control
SCHWARTZ, JARED, NOLAN	I	CHIEF RISK OFFICER	NA	Control
THETFORD, MICHELLE, MARIE	I	PRINCIPAL	NA	Control
THETFORD, MICHELLE, MARIE	I	PRINCIPAL	NA	Control
THETFORD, MICHELLE, MARIE	I	PRINCIPAL	NA	Control
THETFORD, MICHELLE, MARIE	I	PRINCIPAL	NA	Control
WEBSTER, DAVID, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
WEBSTER, DAVID, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
WEBSTER, DAVID, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
WEBSTER, DAVID, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
WEBSTER, DAVID, JOSEPH	I	CHIEF COMPLIANCE OFFICER	NA	Control
WOODS, TIMOTHY, BERNARD	I	PRINCIPAL	NA
HIGHTOWER HOLDING, LLC	DE	HOLDING COMPANY	E	Control
WEALTHTRUST LLC	DE	MEMBER	E	Control
WEALTHTRUST LLC	DE	MEMBER	D	Control
WEALTHTRUST LLC	DE	MEMBER	D	Control
WEALTHTRUST LLC	DE	MEMBER	D	Control
WEALTHTRUST LLC	DE	MEMBER	D	Control
WEALTHTRUST LLC	DE	MEMBER	D	Control
WEALTHTRUST LLC	DE	MEMBER	D	Control
WEALTHTRUST LLC	DE	MEMBER	D	Control
WEALTHTRUST LLC	DE	MEMBER	D	Control
WEALTHTRUST LLC	DE	MEMBER	D	Control
WEALTHTRUST LLC	DE	MEMBER	D	Control
WEALTHTRUST LLC	DE	MEMBER	D	Control
WEALTHTRUST LLC	DE	MEMBER	D	Control
WEALTHTRUST LLC	DE	MEMBER	D	Control
WEALTHTRUST LLC	DE	MEMBER	D	Control
WEALTHTRUST LLC	DE	MEMBER	D	Control
WEALTHTRUST LLC	DE	MEMBER	D	Control
WEALTHTRUST LLC	DE	MEMBER	D	Control
WEALTHTRUST LLC	DE	OWNER	D	Control
WEALTHTRUST LLC	DE	OWNER	D	Control
WEALTHTRUST LLC	DE	OWNER	D	Control
WEALTHTRUST LLC	DE	OWNER	D	Control
WEALTHTRUST LLC	DE	OWNER	D	Control
WT ACQUISITION, LLC	DE	OWNER	D	Control
WT ACQUISITION, LLC	DE	OWNER	D	Control
WT ACQUISITION, LLC	DE	OWNER	D	Control
WT ACQUISITION, LLC	DE	OWNER	D	Control
WT ACQUISITION, LLC	DE	OWNER	D	Control
WT ACQUISITION, LLC	DE	OWNER	D	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
HEABERG, MICHAEL, CAMPBELL	I	CHIEF EXECUTIVE OFFICER	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
LOREAUX, ROBERT, WILLIAM	I	EXECUTIVE VICE PRESIDENT	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT & CHIEF COMPLIANCE OFFICER	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT/MANAGING DIRECTOR	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT/MANAGING DIRECTOR	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT/MANAGING DIRECTOR	B	Control
MATT, ALBERT, CHAPEL	I	PRESIDENT/MANAGING DIRECTOR	B	Control

Indirect Owners (Schedule B)

Name	Type	Entity	Ownership	Control
AWP GP LLC	DE	AWP I LP	F	Control
AWP GP LLC	DE	AWP I LP	F	Control
AWP GP LLC	DE	AWP I LP	F	Control
AWP GP LLC	DE	AWP I LP	F	Control
AWP GP LLC	DE	AWP I LP	F	Control
AWP GP LLC	DE	AWP I LP	F	Control
AWP GP LLC	DE	AWP I LP	F	Control
BALL, GEORGE, LESTER	I	AWP GP LLC	F	Control
BALL, GEORGE, LESTER	I	AWP GP LLC	F	Control
BALL, GEORGE, LESTER	I	AWP GP LLC	F	Control
BALL, GEORGE, LESTER	I	AWP GP LLC	F	Control
BALL, GEORGE, LESTER	I	AWP GP LLC	F	Control
BALL, GEORGE, LESTER	I	AWP GP LLC	F	Control
BALL, GEORGE, LESTER	I	AWP GP LLC	F	Control
DEEM, HOLLY, DAY	I	AWP GP LLC	F	Control
DEEM, HOLLY, DAY	I	AWP GP LLC	F	Control
DEEM, HOLLY, DAY	I	AWP GP LLC	F	Control
DEEM, HOLLY, DAY	I	AWP GP LLC	F	Control
DEEM, HOLLY, DAY	I	AWP GP LLC	F	Control
DEEM, HOLLY, DAY	I	AWP GP LLC	F	Control
DEEM, HOLLY, DAY	I	AWP GP LLC	F	Control
GORMLEY, MARK, KEVIN	I	AWP GP LLC	F	Control
GORMLEY, MARK, KEVIN	I	AWP GP LLC	F	Control
GORMLEY, MARK, KEVIN	I	AWP GP LLC	F	Control
GORMLEY, MARK, KEVIN	I	AWP GP LLC	F	Control
GORMLEY, MARK, KEVIN	I	AWP GP LLC	F	Control
GORMLEY, MARK, KEVIN	I	AWP GP LLC	F	Control
GORMLEY, MARK, KEVIN	I	AWP GP LLC	F	Control
LEE EQUITY PARTNERS GP, LLC	DE	LEE EQUITY PARTNERS FUND SUMMER AIV, LP	F	Control
LEE EQUITY PARTNERS GP, LLC	DE	LEE EQUITY PARTNERS FUND SUMMER AIV, LP	F	Control
LEE EQUITY PARTNERS GP, LLC	DE	LEE EQUITY PARTNERS FUND SUMMER AIV, LP	F	Control
LEE EQUITY PARTNERS REALIZATION FUND GP, LLC	DE	LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P.	F	Control
LEE EQUITY PARTNERS REALIZATION FUND GP, LLC	DE	LEP REALIZATION FEEDER, L.P.	F	Control
LEE EQUITY PARTNERS REALIZATION FUND GP, LLC	DE	LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P.	F	Control
LEE EQUITY PARTNERS REALIZATION FUND GP, LLC	DE	LEP REALIZATION FEEDER, L.P.	F	Control
LEE EQUITY PARTNERS REALIZATION FUND GP, LLC	DE	LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P.	F	Control
LEE EQUITY PARTNERS REALIZATION FUND GP, LLC	DE	LEP REALIZATION FEEDER, L.P.	F	Control
LEE EQUITY PARTNERS REALIZATION FUND GP, LLC	DE	LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P.	F	Control
LEE EQUITY PARTNERS REALIZATION FUND GP, LLC	DE	LEP REALIZATION FEEDER, L.P.	F	Control
LEE EQUITY PARTNERS, LLC	DE	LEP SUMMER HOLDINGS, LLC	F	Control
LEE EQUITY PARTNERS, LLC	DE	LEP SUMMER HOLDINGS, LLC	F	Control
LEE EQUITY PARTNERS, LLC	DE	LEP SUMMER HOLDINGS, LLC	F	Control
LEE EQUITY PARTNERS, LLC	DE	LEP SUMMER HOLDINGS, LLC	F	Control
LEE EQUITY PARTNERS, LLC	DE	LEP SUMMER HOLDINGS, LLC	F	Control
LEE EQUITY PARTNERS, LLC	DE	LEP SUMMER HOLDINGS, LLC	F	Control
LEE EQUITY PARTNERS, LLC	DE	LEP SUMMER HOLDINGS, LLC	F	Control
MCMAKEN, BRUCE, ROBERT	I	AWP GP LLC	F	Control
MCMAKEN, BRUCE, ROBERT	I	AWP GP LLC	F	Control
MCMAKEN, BRUCE, ROBERT	I	AWP GP LLC	F	Control
MCMAKEN, BRUCE, ROBERT	I	AWP GP LLC	F	Control
MCMAKEN, BRUCE, ROBERT	I	AWP GP LLC	F	Control
MOORE, EDWARD, PHILIP	I	SUMMER WEALTH MANAGEMENT, LLC	F	Control
RODRIGUEZ, DANIEL, J	I	AWP GP LLC	F	Control
RODRIGUEZ, DANIEL, J	I	AWP GP LLC	F	Control
RODRIGUEZ, DANIEL, J	I	AWP GP LLC	F	Control
RODRIGUEZ, DANIEL, JOSEPH	I	AWP GP LLC	F	Control
RODRIGUEZ, DANIEL, JOSEPH	I	AWP GP LLC	F	Control
YAFFE, ACHI	I	AWP GP LLC	F	Control
YAFFE, ACHI	I	AWP GP LLC	F	Control
AFFILIATED WEALTH PARTNERS HOLDINGS, LLC	DE	WEALTHTRUST, LLC	E	Control
AFFILIATED WEALTH PARTNERS HOLDINGS, LLC	DE	WEALTHTRUST, LLC	E	Control
AFFILIATED WEALTH PARTNERS HOLDINGS, LLC	DE	WEALTHTRUST, LLC	E	Control
AFFILIATED WEALTH PARTNERS HOLDINGS, LLC	DE	WEALTHTRUST, LLC	E	Control
AFFILIATED WEALTH PARTNERS HOLDINGS, LLC	DE	WEALTHTRUST, LLC	E	Control
AFFILIATED WEALTH PARTNERS HOLDINGS, LLC	DE	WEALTHTRUST, LLC	E	Control
AFFILIATED WEALTH PARTNERS HOLDINGS, LLC	DE	WEALTHTRUST, LLC	E	Control
AWP I LP	DE	AWP II LLC	E	Control
AWP I LP	DE	AWP II LLC	E	Control
AWP I LP	DE	AWP II LLC	E	Control
AWP I LP	DE	AWP II LLC	E	Control
AWP I LP	DE	AWP II LLC	E	Control
AWP I LP	DE	AWP II LLC	E	Control
AWP I LP	DE	AWP II LLC	E	Control
AWP II LLC	DE	AFFILIATED WEALTH PARTNERS HOLDINGS LLC	E	Control
AWP II LLC	DE	AFFILIATED WEALTH PARTNERS HOLDINGS LLC	E	Control
AWP II LLC	DE	AFFILIATED WEALTH PARTNERS HOLDINGS LLC	E	Control
AWP II LLC	DE	AFFILIATED WEALTH PARTNERS HOLDINGS LLC	E	Control
AWP II LLC	DE	AFFILIATED WEALTH PARTNERS HOLDINGS LLC	E	Control
AWP II LLC	DE	AFFILIATED WEALTH PARTNERS HOLDINGS LLC	E	Control
AWP II LLC	DE	AFFILIATED WEALTH PARTNERS HOLDINGS LLC	E	Control
EDELMAN, FREDRIC, MARK	I	THE EDELMAN FINANCIAL CENTER, INC.	E	Control
EDELMAN, FREDRIC, MARK	I	THE EDELMAN FINANCIAL CENTER, INC.	E	Control
EDELMAN, FREDRIC, MARK	I	THE EDELMAN FINANCIAL CENTER, INC.	E	Control
EDELMAN, FREDRIC, MARK	I	THE EDELMAN FINANCIAL CENTER, INC.	E	Control
EDELMAN, FREDRIC, MARK	I	THE EDELMAN FINANCIAL CENTER, INC.	E	Control
EDELMAN, FREDRIC, MARK	I	THE EDELMAN FINANCIAL CENTER, INC.	E	Control
EDELMAN, FREDRIC, MARK	I	THE EDELMAN FINANCIAL CENTER, INC.	E	Control
FALCON MEZZANINE PARTNERS II LP	DE	WEALTHTRUST HOLDINGS LLC	E	Control
FALCON MEZZANINE PARTNERS II LP	DE	WEALTHTRUST HOLDINGS LLC	E	Control
FALCON MEZZANINE PARTNERS II LP	DE	WEALTHTRUST HOLDINGS LLC	E	Control
FALCON MEZZANINE PARTNERS II LP	DE	WEALTHTRUST HOLDINGS LLC	E	Control
FALCON MEZZANINE PARTNERS II LP	DE	WEALTHTRUST HOLDINGS LLC	E	Control
FALCON MEZZANINE PARTNERS II LP	DE	WEALTHTRUST HOLDINGS LLC	E	Control
FALCON MEZZANINE PARTNERS II LP	DE	WEALTHTRUST HOLDINGS LLC	E	Control
FALCON MEZZANINE PARTNERS II LP	DE	WEALTHTRUST HOLDINGS LLC	E	Control
FALCON MEZZANINE PARTNERS II LP	DE	WEALTHTRUST HOLDINGS LLC	E	Control
HIGHTOWER HOLDING LLC	DE	WT ACQUISITION, LLC	E	Control
HIGHTOWER HOLDING LLC	DE	WT ACQUISITION, LLC	E	Control
HIGHTOWER HOLDING LLC	DE	WT ACQUISITION, LLC	E	Control
HIGHTOWER HOLDING LLC	DE	WT ACQUISITION, LLC	E	Control
HIGHTOWER HOLDING LLC	DE	WT ACQUISITION, LLC	E	Control
HIGHTOWER HOLDING LLC	DE	WT ACQUISITION, LLC	E	Control
HIGHTOWER HOLDING LLC	DE	WEALTHTRUST LLC	E	Control
HIGHTOWER HOLDING LLC	DE	WEALTHTRUST LLC	E	Control
HIGHTOWER HOLDING LLC	DE	WEALTHTRUST LLC	E	Control
HIGHTOWER HOLDING LLC	DE	WEALTHTRUST LLC	E	Control
LEE EQUITY PARTNERS FUND SUMMER AIV, LP	DE	LEP SUMMER HOLDINGS, LLC	E	Control
LEE EQUITY PARTNERS FUND SUMMER AIV, LP	DE	LEP SUMMER HOLDINGS, LLC	E	Control
LEE EQUITY PARTNERS FUND SUMMER AIV, LP	DE	LEP SUMMER HOLDINGS, LLC	E	Control
LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P.	DE	LEP SUMMER HOLDINGS LLC	E	Control
LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P.	DE	LEP SUMMER HOLDINGS LLC	E	Control
LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P.	DE	LEE SUMMER HOLDINGS LLC	E	Control
LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P.	DE	LEP SUMMER HOLDINGS LLC	E	Control
LEE, THOMAS, HASKELL	I	LLEE EQUITY PARTNERS, LLC	E	Control
LEE, THOMAS, HASKELL	I	LLEE EQUITY PARTNERS, LLC	E	Control
LEE, THOMAS, HASKELL	I	LEE EQUITY PARTNERS, LLC	E	Control
LEE, THOMAS, HASKELL	I	LEE EQUITY PARTNERS, LLC	E	Control
LEE, THOMAS, HASKELL	I	LLEE EQUITY PARTNERS, LLC	E	Control
LEE, THOMAS, HASKELL	I	LLEE EQUITY PARTNERS, LLC	E	Control
LEE, THOMAS, HASKELL	I	LEE EQUITY PARTNERS, LLC	E	Control
LEP REALIZATION FEEDER, L.P.	DE	LEP REALIZATION SUMMER LLC	E	Control
LEP REALIZATION FEEDER, L.P.	DE	LEP REALIZATION SUMMER LLC	E	Control
LEP REALIZATION FEEDER, L.P.	DE	LEP REALIZATION SUMMER LLC	E	Control
LEP REALIZATION FEEDER, L.P.	DE	LEP REALIZATION SUMMER LLC	E	Control
WEALTHTRUST HOLDING CO.	DE	WEALTHTRUST LLC	E	Control
WEALTHTRUST HOLDING CO.	DE	WEALTHTRUST LLC	E	Control
WEALTHTRUST HOLDING CO.	DE	WEALTHTRUST LLC	E	Control
WEALTHTRUST HOLDING CO.	DE	WEALTHTRUST LLC	E	Control
WEALTHTRUST HOLDING CO.	DE	WEALTHTRUST LLC	E	Control
WEALTHTRUST HOLDING CO.	DE	WEALTHTRUST LLC	E	Control
WEALTHTRUST HOLDING CO.	DE	WEALTHTRUST LLC	E	Control
WEALTHTRUST HOLDING CO.	DE	WEALTHTRUST LLC	E	Control
WEALTHTRUST HOLDING CO.	DE	WEALTHTRUST LLC	E	Control
WEALTHTRUST HOLDING CO.	DE	WEALTHTRUST LLC	E	Control
WEALTHTRUST HOLDING CO.	DE	WEALTHTRUST LLC	E	Control
WEALTHTRUST HOLDINGS LLC	DE	WEALTHTRUST HOLDING CO.	E	Control
WEALTHTRUST HOLDINGS LLC	DE	WEALTHTRUST HOLDING CO.	E	Control
WEALTHTRUST HOLDINGS LLC	DE	WEALTHTRUST HOLDING CO.	E	Control
WEALTHTRUST HOLDINGS LLC	DE	WEALTHTRUST HOLDING CO.	E	Control
WEALTHTRUST HOLDINGS LLC	DE	WEALTHTRUST HOLDING CO.	E	Control
WEALTHTRUST HOLDINGS LLC	DE	WEALTHTRUST HOLDING CO.	E	Control
WEALTHTRUST HOLDINGS LLC	DE	WEALTHTRUST HOLDING CO.	E	Control
WEALTHTRUST HOLDINGS LLC	DE	WEALTHTRUST HOLDING CO.	E	Control
WEALTHTRUST HOLDINGS LLC	DE	WEALTHTRUST HOLDING CO.	E	Control
WEALTHTRUST HOLDINGS LLC	DE	WEALTHTRUST HOLDING CO.	E	Control
WEALTHTRUST HOLDINGS LLC	DE	WEALTHTRUST HOLDING CO.	E	Control
GORMLEY, MARK, KEVIN	I	LEE EQUITY PARTNERS GP, LLC	D	Control
LEE EQUITY PARTNERS, LLC	DE	AWP GP LLC	D	Control
LEE EQUITY PARTNERS, LLC	DE	AWP GP LLC	D	Control
LEE EQUITY PARTNERS, LLC	DE	AWP GP LLC	D	Control
LEE EQUITY PARTNERS, LLC	DE	AWP GP LLC	D	Control
LEE EQUITY PARTNERS, LLC	DE	AWP GP LLC	D	Control
LEE EQUITY PARTNERS, LLC	DE	AWP GP LLC	D	Control
LEE EQUITY PARTNERS, LLC	DE	AWP GP LLC	D	Control
LEP REALIZATION SUMMER LLC	DE	LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P.	D
LEP REALIZATION SUMMER LLC	DE	LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P.	D
LEP REALIZATION SUMMER LLC	DE	LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P.	D
LEP REALIZATION SUMMER LLC	DE	LEE EQUITY PARTNERS REALIZATION FUND SUMMER AIV, L.P.	D
LEP SUMMER HOLDINGS, LLC	DE	AWP I LP	D
LEP SUMMER HOLDINGS, LLC	DE	AWP I LP	D
LEP SUMMER HOLDINGS, LLC	DE	AWP I LP	D
LEP SUMMER HOLDINGS, LLC	DE	AWP I LP	D
LEP SUMMER HOLDINGS, LLC	DE	AWP I LP	D
LEP SUMMER HOLDINGS, LLC	DE	AWP I LP	D
LEP SUMMER HOLDINGS, LLC	DE	AWP I LP	D
THL EQUITY FUND VII INVESTORS LLC	FE	HIGHTOWER HOLDING LLC	D	Control
THL EQUITY FUND VII INVESTORS LLC	FE	HIGHTOWER HOLDING LLC	D	Control
THL EQUITY FUND VII INVESTORS LLC	FE	HIGHTOWER HOLDING LLC	D	Control
THL EQUITY FUND VII INVESTORS LLC	FE	HIGHTOWER HOLDING LLC	D	Control
THL EQUITY FUND VII INVESTORS LLC	FE	HIGHTOWER HOLDING LLC	D	Control
THL EQUITY FUND VII INVESTORS LLC	FE	HIGHTOWER HOLDING LLC	D	Control
THL EQUITY FUND VII INVESTORS LLC	FE	HIGHTOWER HOLDING LLC	D	Control
THL EQUITY FUND VII INVESTORS LLC	FE	HIGHTOWER HOLDING LLC	D	Control
THL EQUITY FUND VII INVESTORS LLC	FE	HIGHTOWER HOLDING LLC	D	Control
CPC WT INVESTMENT LLC	DE	WEALTHTRUST HOLDINGS LLC	C
CPC WT INVESTMENT LLC	DE	WEALTHTRUST HOLDINGS LLC	C
FALCON MEZZANINE PARTNERS II LP	DE	WEALTHTRUST HOLDINGS LLC	C
FALCON MEZZANINE PARTNERS II LP	DE	WEALTHTRUST HOLDINGS LLC	C
GORMLEY, MARK, KEVIN	I	LEE EQUITY PARTNERS GP, LLC	C	Control
GORMLEY, MARK, KEVIN	I	LEE EQUITY PARTNERS REALIZATION FUND GP, LLC	C	Control
GORMLEY, MARK, KEVIN	I	LEE EQUITY PARTNERS REALIZATION FUND GP, LLC	C	Control
GORMLEY, MARK, KEVIN	I	LEE EQUITY PARTNERS REALIZATION FUND GP, LLC	C	Control
GORMLEY, MARK, KEVIN	I	LEE EQUITY PARTNERS GP, LLC	C	Control
GORMLEY, MARK, KEVIN	I	LEE EQUITY PARTNERS REALIZATION FUND GP, LLC	C	Control
NMC CPC WT INVESTMENT LLC	DE	WEALTHTRUST HOLDINGS LLC	C
NMC CPC WT INVESTMENT LLC	DE	WEALTHTRUST HOLDINGS LLC	C
TEACHERS RETIREMENT SYSTEM OF TEXAS	DE	LEE EQUITY PARTNERS FUND SUMMER AIV, LP	C
TEACHERS RETIREMENT SYSTEM OF TEXAS	DE	LEE EQUITY PARTNERS FUND SUMMER AIV, LP	C
TEACHERS RETIREMENT SYSTEM OF TEXAS	DE	LEE EQUITY PARTNERS FUND SUMMER AIV, LP	C
THE EDELMAN FINANCIAL CENTER, INC.	DE	AWP GP LLC	C	Control
THE EDELMAN FINANCIAL CENTER, INC.	DE	AWP GP LLC	C	Control
THE EDELMAN FINANCIAL CENTER, INC.	DE	AWP GP LLC	C
THE EDELMAN FINANCIAL CENTER, INC.	DE	AWP GP LLC	C
THE EDELMAN FINANCIAL CENTER, INC.	DE	AWP GP LLC	C
THE EDELMAN FINANCIAL CENTER, INC.	DE	AWP GP LLC	C
THE EDELMAN FINANCIAL CENTER, INC.	DE	AWP GP LLC	C

Registrations

Federal

Mar 28, 2025 REGISTERED

Notice Filings (20)

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SUITE 110
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