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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 30, 2022
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| CALL, JEFFREY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CALL, JEFFREY, JOSEPH | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| CRAIG, SCOTT, EDWARD | I | DIRECTOR OF PORTFOLIO MANAGEMENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| CRAIG, SCOTT, EDWARD | I | MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| CRAIG, SCOTT, EDWARD | I | DIRECTOR OF PORTFOLIO MANAGEMENT AND CHIEF COMPLIANCE OFFICER | NA | Control |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | NA | |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | NA | |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | NA | |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | NA | |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | NA | |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | NA | |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | NA | |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | NA | |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | NA | |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | NA | |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | NA | |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | NA | |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | NA | |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | NA | |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | NA | |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | NA | |
| FRIES, PATRICIA, BUTLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIES, PATRICIA, BUTLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIES, PATRICIA, BUTLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| FRIES, PATRICIA, BUTLER | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASCO, ELIZABETH, DOLYNIUK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| LASCO, ELIZABETH, DOLYNIUK | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| McDaniel, William, Clay | I | CHIEF INVESTMENT OFFICER | NA | Control |
| McDaniel, William, Clay | I | CHIEF INVESTMENT OFFICER | NA | Control |
| PALMER, BERNARD, EUGENE | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PALMER, BERNARD, EUGENE | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| PALMER, BERNARD, EUGENE | I | PARTNER/CHIEF COMPLIANCE OFFICER | NA | Control |
| SNELL, JUSTIN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | |
| SNELL, JUSTIN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | |
| SNELL, JUSTIN | I | CHIEF OPERATING OFFICER | NA | |
| SNELL, JUSTIN | I | CHIEF OPERATING OFFICER | NA | |
| SNELL, JUSTIN | I | CHIEF OPERATING OFFICER | NA | |
| SNELL, JUSTIN | I | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER | NA | |
| SNELL, JUSTIN | I | CHIEF OPERATING OFFICER/CCO | NA | |
| SNELL, JUSTIN | I | CHIEF OPERATING OFFICER | NA | |
| SNELL, JUSTIN | I | CHIEF OPERATING OFFICER/CCO | NA | Control |
| SNELL, JUSTIN | I | CHIEF OPERATING OFFICER/CCO | NA | Control |
| SNELL, JUSTIN | I | CHIEF OPERATING OFFICER/CCO | NA | Control |
| SNELL, JUSTIN | I | CHIEF OPERATING OFFICER/CCO | NA | Control |
| THRASHER, KENNETH, LEE | I | PRESIDENT, CEO | NA | Control |
| THRASHER, KENNETH, LEE | I | PRESIDENT, CEO | NA | Control |
| BENNETT THRASHER, LLP | DE | MEMBER | E | Control |
| BENNETT THRASHER, LLP | DE | MEMBER | E | Control |
| BENNETT THRASHER, LLP | DE | MEMBER | E | Control |
| BENNETT THRASHER, P.C. | DE | MEMBER | E | Control |
| BENNETT THRASHER, P.C. | DE | MEMBER | E | Control |
| BENNETT THRASHER, P.C. | DE | MEMBER | E | Control |
| BENNETT THRASHER, P.C. | DE | MEMBER | E | Control |
| BENNETT THRASHER, P.C. | DE | MEMBER | E | Control |
| BENNETT THRASHER, P.C. | DE | MEMBER | E | Control |
| BENNETT THRASHER, P.C. | DE | MEMBER | E | Control |
| BENNETT THRASHER, P.C. | DE | MEMBER | E | Control |
| BENNETT THRASHER, P.C. | DE | MEMBER | E | Control |
| CRAIG, SCOTT, EDWARD | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | C | Control |
| CRAIG, SCOTT, EDWARD | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | C | Control |
| CRAIG, SCOTT, EDWARD | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | C | Control |
| CRAIG, SCOTT, EDWARD | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | C | Control |
| CRAIG, SCOTT, EDWARD | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | C | Control |
| CRAIG, SCOTT, EDWARD | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | C | Control |
| CRAIG, SCOTT, EDWARD | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | C | Control |
| CRAIG, SCOTT, EDWARD | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | C | Control |
| CRAIG, SCOTT, EDWARD | I | MANAGING PARTNER/CHIEF INVESTMENT OFFICER | C | Control |
| CRAIG, SCOTT, EDWARD | I | MANAGING PARTNER | C | Control |
| CRAIG, SCOTT, EDWARD | I | MANAGING PARTNER | C | Control |
| BARTH, STEVEN, PHILIP | I | MEMBER | B | |
| BARTH, STEVEN, PHILIP | I | MEMBER | B | |
| BARTH, STEVEN, PHILIP | I | PRESIDENT / CHIEF INVESTMENT OFFICER | B | |
| BARTH, STEVEN, PHILIP | I | PRESIDENT / CHIEF INVESTMENT OFFICER | B | |
| BARTH, STEVEN, PHILIP | I | PRESIDENT / CHIEF INVESTMENT OFFICER | B | |
| BENNETT THRASHER, LLP | DE | MEMBER | B | Control |
| BENNETT THRASHER, LLP | DE | MEMBER | B | Control |
| BENNETT THRASHER, LLP | DE | MEMBER | B | Control |
| CALL, JEFFREY, JOSEPH | I | PARTNER | B | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | B | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | B | |
| CRAIG, SCOTT, EDWARD | I | PRESIDENT/CHIEF INVESTMENT OFFICER | B | Control |
| CRAIG, SCOTT, EDWARD | I | PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| CRAIG, SCOTT, EDWARD | I | PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| CRAIG, SCOTT, EDWARD | I | PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| CRAIG, SCOTT, EDWARD | I | PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| CRAIG, SCOTT, EDWARD | I | PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| CRAIG, SCOTT, EDWARD | I | PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| CRAIG, SCOTT, EDWARD | I | PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| CRAIG, SCOTT, EDWARD | I | PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| CRAIG, SCOTT, EDWARD | I | PRESIDENT/CHIEF INVESTMENT OFFICER | B | Control |
| CRAIG, SCOTT, EDWARD | I | PRESIDENT/CHIEF INVESTMENT OFFICER | B | Control |
| CRAIG, SCOTT, EDWARD | I | PRESIDENT/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | B | Control |
| CRAIG, SCOTT, EDWARD | I | PRESIDENT/CHIEF INVESTMENT OFFICER | B | Control |
| EXCELSIA, INC. | DE | MEMBER | B | |
| EXCELSIA, INC. | DE | MEMBER | B | |
| EXCELSIA, INC. | DE | MEMBER | B | |
| EXCELSIA, INC. | DE | MEMBER | B | |
| EXCELSIA, INC. | DE | MEMBER | B | |
| EXCELSIA, INC. | DE | MEMBER | B | |
| EXCELSIA, INC. | DE | MEMBER | B | |
| BENNETT THRASHER, LLP | DE | MEMBER | A | |
| BENNETT THRASHER, LLP | DE | MEMBER | A | |
| BENNETT THRASHER, LLP | DE | MEMBER | A | |
| BENNETT THRASHER, LLP | DE | MEMBER | A | |
| BENNETT THRASHER, LLP | DE | MEMBER | A | |
| BENNETT THRASHER, LLP | DE | MEMBER | A | |
| BENNETT THRASHER, LLP | DE | MEMBER | A | |
| BENNETT THRASHER, LLP | DE | MEMBER | A | |
| BENNETT THRASHER, LLP | DE | MEMBER | A | |
| BENNETT THRASHER, LLP | DE | MEMBER | A | |
| BENNETT THRASHER, LLP | DE | MEMBER | A | |
| BENNETT THRASHER, LLP | DE | MEMBER | A | |
| BENNETT THRASHER, LLP | DE | MEMBER | A | |
| BENNETT THRASHER, LLP | DE | MEMBER | A | |
| BENNETT THRASHER, LLP | DE | MEMBER | A | |
| BENNETT THRASHER, LLP | DE | MEMBER | A | |
| BENNETT THRASHER, LLP | DE | MEMBER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| BENNETT, RICHARD, ALLEN | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CALL, JEFFREY, JOSEPH | I | PARTNER | A | |
| CRAIG, SCOTT, EDWARD | I | PARTNER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | A | Control |
| CRAIG, SCOTT, EDWARD | I | PARTNER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | A | Control |
| CRAIG, SCOTT, EDWARD | I | PARTNER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | A | Control |
| CRAIG, SCOTT, EDWARD | I | PRESIDENT/CHIEF INVESTMENT OFFICER | A | Control |
| CRAIG, SCOTT, EDWARD | I | PARTNER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | A | Control |
| CRAIG, SCOTT, EDWARD | I | PARTNER/CHIEF INVESTMENT OFFICER/CHIEF COMPLIANCE OFFICER | A | Control |
| CRAIG, SCOTT, EDWARD | I | PRESIDENT/CHIEF INVESTMENT OFFICER | A | Control |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | A | |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | A | |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | A | |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | A | |
| DRAUGHN, CLIFFORD, WELDON | I | PARTNER | A | |
| EXCELSIA, INC. | DE | MEMBER | A | |
| EXCELSIA, INC. | DE | MEMBER | A | |
| EXCELSIA, INC. | DE | MEMBER | A | |
| EXCELSIA, INC. | DE | MEMBER | A | |
| EXCELSIA, INC. | DE | MEMBER | A | |
| EXCELSIA, INC. | DE | MEMBER | A | |
| EXCELSIA, INC. | DE | MEMBER | A | |
| EXCELSIA, INC. | DE | MEMBER | A | |
| EXCELSIA, INC. | DE | MEMBER | A | |
| EXCELSIA, INC. | DE | MEMBER | A | |
| EXCELSIA, INC. | DE | MEMBER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A | |
| THRASHER, KENNETH, LEE | I | PARTNER | A |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| BENNETT, RICHARD, ALLEN | I | BENNETT THRASHER, P.C. | F | Control |
| BENNETT, RICHARD, ALLEN | I | BENNETT THRASHER, P.C. | F | Control |
| BENNETT, RICHARD, ALLEN | I | BENNETT THRASHER, P.C. | F | Control |
| BENNETT, RICHARD, ALLEN | I | BENNETT THRASHER, P.C. | F | Control |
| BENNETT, RICHARD, ALLEN | I | BENNETT THRASHER, P.C. | F | Control |
| BENNETT, RICHARD, ALLEN | I | BENNETT THRASHER, P.C. | F | Control |
| BENNETT, RICHARD, ALLEN | I | BENNETT THRASHER, P.C. | F | Control |
| BENNETT, RICHARD, ALLEN | I | BENNETT THRASHER, P.C. | F | Control |
| BENNETT, RICHARD, ALLEN | I | BENNETT THRASHER, P.C. | F | Control |
| BENNETT, RICHARD, ALLEN | I | BENNETT THRASHER LLP | F | Control |
| BENNETT, RICHARD, ALLEN | I | BENNETT THRASHER, P.C. | F | Control |
| BENNETT, RICHARD, ALLEN | I | BENNETT THRASHER, P.C. | F | Control |
| DRAUGHN, CLIFFORD, WELDON | I | EXCELSIA, INC. | F | Control |
| DRAUGHN, CLIFFORD, WELDON | I | EXCELSIA, INC. | F | Control |
| DRAUGHN, CLIFFORD, WELDON | I | EXCELSIA, INC. | F | Control |
| DRAUGHN, CLIFFORD, WELDON | I | EXCELSIA, INC. | F | Control |
| THRASHER, KENNETH, LEE | I | BENNETT THRASHER, P.C. | F | Control |
| THRASHER, KENNETH, LEE | I | BENNETT THRASHER, P.C. | F | Control |
| THRASHER, KENNETH, LEE | I | BENNETT THRASHER, P.C. | F | Control |
| THRASHER, KENNETH, LEE | I | BENNETT THRASHER, P.C. | F | Control |
| THRASHER, KENNETH, LEE | I | BENNETT THRASHER, P.C. | F | Control |
| THRASHER, KENNETH, LEE | I | BENNETT THRASHER, P.C. | F | Control |
| THRASHER, KENNETH, LEE | I | BENNETT THRASHER, P.C. | F | Control |
| THRASHER, KENNETH, LEE | I | BENNETT THRASHER, P.C. | F | Control |
| THRASHER, KENNETH, LEE | I | BENNETT THRASHER, P.C. | F | Control |
| THRASHER, KENNETH, LEE | I | BENNETT THRASHER LLP | F | Control |
| THRASHER, KENNETH, LEE | I | BENNETT THRASHER, P.C. | F | Control |
| THRASHER, KENNETH, LEE | I | BENNETT THRASHER, P.C. | F | Control |
| DRAUGHN, CLIFFORD, WELDON | I | EXCELSIA, INC. | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | EXCELSIA, INC. | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | EXCELSIA, INC. | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | EXCELSIA, INC. | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | EXCELSIA, INC. | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | EXCELSIA, INC. | E | Control |
| DRAUGHN, CLIFFORD, WELDON | I | EXCELSIA, INC. | E | Control |
Registrations
Federal
IA
Mar 30, 2022 REGISTERED
Notice Filings (5)
FL GA NC TN TX
Address
RIVERWOOD 2003300 RIVERWOOD PARKWAY, SUITE 1075
ATLANTA, GA 30339
United States
Phone: 770-635-5000