BT WEALTH MANAGEMENT, LLC
CRD #147729 SEC #801-69372 ATLANTA, GA 770-635-5000
SEC Registered Private Funds
Total AUM
$1.1B
Discretionary
$1B
Employees
16
Clients
51
Accounts
1,327
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2022 | $1.1B | $1B | $17.8M | 16 | 0 |
| Mar 2021 | $1.1B | $1B | $19.1M | 17 | 0 |
| Jun 2020 | $1B | $994.8M | $31M | 18 | 0 |
| Mar 2020 | $1B | $994.8M | $31M | 18 | 0 |
| Aug 2019 | $923.8M | $888.7M | $35.2M | 17 | 4 |
| May 2019 | $923.8M | $888.7M | $35.2M | 17 | 4 |
| Mar 2019 | $923.8M | $888.7M | $35.2M | 17 | 4 |
| Jan 2019 | $785.2M | $600.3M | $184.9M | 16 | 14 |
| Sep 2018 | $785.2M | $600.3M | $184.9M | 15 | 14 |
| Aug 2018 | $785.2M | $600.3M | $184.9M | 15 | 14 |
| May 2018 | $785.2M | $600.3M | $184.9M | 15 | 14 |
| Mar 2018 | $785.2M | $600.3M | $184.9M | 15 | 14 |
| Sep 2017 | $622M | $410M | $212M | 11 | 200 |
| Aug 2017 | $622M | $410M | $212M | 11 | 200 |
| Jun 2017 | $622M | $410M | $212M | 11 | 200 |
| Mar 2017 | $622M | $410M | $212M | 11 | 200 |
| Sep 2016 | $531.1M | $337.9M | $193.2M | 10 | 200 |
| May 2016 | $531.1M | $337.9M | $193.2M | 10 | 200 |
| Mar 2016 | $531.1M | $337.9M | $193.2M | 10 | 200 |
| Mar 2016 | $531.1M | $337.9M | $193.2M | 10 | 200 |
| Jun 2015 | $238.4M | $238.4M | $0 | 6 | 100 |
| Jun 2015 | $238.4M | $238.4M | $0 | 6 | 100 |
| Mar 2015 | $238.4M | $238.4M | $0 | 6 | 100 |
| Dec 2014 | $234.1M | $234.1M | $0 | 5 | 26 |
| Oct 2014 | $234.1M | $234.1M | $0 | 5 | 26 |
| Mar 2014 | $234.1M | $234.1M | $0 | 5 | 26 |
| Jan 2014 | $220.3M | $220.3M | $0 | 5 | 100 |
| Sep 2013 | $220.3M | $220.3M | $0 | 5 | 100 |
| Sep 2013 | $220.3M | $220.3M | $0 | 5 | 100 |
| Aug 2013 | $220.3M | $220.3M | $0 | 5 | 100 |
| Mar 2013 | $220.3M | $220.3M | $0 | 5 | 100 |
| May 2012 | $183M | $183M | $0 | 1 | 26 |
| Mar 2012 | $183M | $183M | $0 | 1 | 26 |
| May 2011 | $146.1M | $146.1M | $0 | 10 | -- |
| Mar 2011 | $146.1M | $146.1M | $0 | 10 | -- |
DateMar 2022
Total AUM$1.1B
Discretionary$1B
Non-Disc.$17.8M
Employees16
Clients0
DateMar 2021
Total AUM$1.1B
Discretionary$1B
Non-Disc.$19.1M
Employees17
Clients0
DateJun 2020
Total AUM$1B
Discretionary$994.8M
Non-Disc.$31M
Employees18
Clients0
DateMar 2020
Total AUM$1B
Discretionary$994.8M
Non-Disc.$31M
Employees18
Clients0
DateAug 2019
Total AUM$923.8M
Discretionary$888.7M
Non-Disc.$35.2M
Employees17
Clients4
DateMay 2019
Total AUM$923.8M
Discretionary$888.7M
Non-Disc.$35.2M
Employees17
Clients4
DateMar 2019
Total AUM$923.8M
Discretionary$888.7M
Non-Disc.$35.2M
Employees17
Clients4
DateJan 2019
Total AUM$785.2M
Discretionary$600.3M
Non-Disc.$184.9M
Employees16
Clients14
DateSep 2018
Total AUM$785.2M
Discretionary$600.3M
Non-Disc.$184.9M
Employees15
Clients14
DateAug 2018
Total AUM$785.2M
Discretionary$600.3M
Non-Disc.$184.9M
Employees15
Clients14
DateMay 2018
Total AUM$785.2M
Discretionary$600.3M
Non-Disc.$184.9M
Employees15
Clients14
DateMar 2018
Total AUM$785.2M
Discretionary$600.3M
Non-Disc.$184.9M
Employees15
Clients14
DateSep 2017
Total AUM$622M
Discretionary$410M
Non-Disc.$212M
Employees11
Clients200
DateAug 2017
Total AUM$622M
Discretionary$410M
Non-Disc.$212M
Employees11
Clients200
DateJun 2017
Total AUM$622M
Discretionary$410M
Non-Disc.$212M
Employees11
Clients200
DateMar 2017
Total AUM$622M
Discretionary$410M
Non-Disc.$212M
Employees11
Clients200
DateSep 2016
Total AUM$531.1M
Discretionary$337.9M
Non-Disc.$193.2M
Employees10
Clients200
DateMay 2016
Total AUM$531.1M
Discretionary$337.9M
Non-Disc.$193.2M
Employees10
Clients200
DateMar 2016
Total AUM$531.1M
Discretionary$337.9M
Non-Disc.$193.2M
Employees10
Clients200
DateMar 2016
Total AUM$531.1M
Discretionary$337.9M
Non-Disc.$193.2M
Employees10
Clients200
DateJun 2015
Total AUM$238.4M
Discretionary$238.4M
Non-Disc.$0
Employees6
Clients100
DateJun 2015
Total AUM$238.4M
Discretionary$238.4M
Non-Disc.$0
Employees6
Clients100
DateMar 2015
Total AUM$238.4M
Discretionary$238.4M
Non-Disc.$0
Employees6
Clients100
DateDec 2014
Total AUM$234.1M
Discretionary$234.1M
Non-Disc.$0
Employees5
Clients26
DateOct 2014
Total AUM$234.1M
Discretionary$234.1M
Non-Disc.$0
Employees5
Clients26
DateMar 2014
Total AUM$234.1M
Discretionary$234.1M
Non-Disc.$0
Employees5
Clients26
DateJan 2014
Total AUM$220.3M
Discretionary$220.3M
Non-Disc.$0
Employees5
Clients100
DateSep 2013
Total AUM$220.3M
Discretionary$220.3M
Non-Disc.$0
Employees5
Clients100
DateSep 2013
Total AUM$220.3M
Discretionary$220.3M
Non-Disc.$0
Employees5
Clients100
DateAug 2013
Total AUM$220.3M
Discretionary$220.3M
Non-Disc.$0
Employees5
Clients100
DateMar 2013
Total AUM$220.3M
Discretionary$220.3M
Non-Disc.$0
Employees5
Clients100
DateMay 2012
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees1
Clients26
DateMar 2012
Total AUM$183M
Discretionary$183M
Non-Disc.$0
Employees1
Clients26
DateMay 2011
Total AUM$146.1M
Discretionary$146.1M
Non-Disc.$0
Employees10
Clients--
DateMar 2011
Total AUM$146.1M
Discretionary$146.1M
Non-Disc.$0
Employees10
Clients--