WEALTHTRUST ASSET MANAGEMENT, LLC
CRD #174901 SEC #801-80938 DESTIN, FL 850-460-8444
SEC Registered
Total AUM
$183M
Discretionary
$165.3M
Employees
7
Clients
10
Accounts
565
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $183M | $165.3M | $17.7M | 7 | 649 |
| Jan 2025 | $180M | $158.3M | $21.7M | 7 | 304 |
| Nov 2024 | $180M | $158.3M | $21.7M | 9 | 304 |
| Jul 2024 | $180M | $158.3M | $21.7M | 8 | 304 |
| Jun 2024 | $180M | $158.3M | $21.7M | 10 | 304 |
| May 2024 | $180M | $158.3M | $21.7M | 9 | 304 |
| Mar 2024 | $180M | $158.3M | $21.7M | 9 | 304 |
| Dec 2023 | $153.7M | $147M | $6.7M | 9 | 621 |
| Mar 2023 | $153.7M | $147M | $6.7M | 9 | 621 |
| Oct 2022 | $188.8M | $183.3M | $5.5M | 9 | 551 |
| Aug 2022 | $188.8M | $183.3M | $5.5M | 9 | 551 |
| May 2022 | $188.8M | $183.3M | $5.5M | 8 | 551 |
| May 2022 | $188.8M | $183.3M | $5.5M | 8 | 551 |
| Apr 2022 | $188.8M | $183.3M | $5.5M | 8 | 551 |
| Feb 2022 | $188.8M | $183.3M | $5.5M | 7 | 551 |
| Jan 2022 | $154.8M | $154.8M | $7K | 7 | 0 |
| Dec 2021 | $154.8M | $154.8M | $7K | 7 | 0 |
| Oct 2021 | $154.8M | $154.8M | $7K | 7 | 0 |
| Sep 2021 | $154.8M | $154.8M | $7K | 7 | 0 |
| Jun 2021 | $154.8M | $154.8M | $7K | 7 | 0 |
| Apr 2021 | $154.8M | $154.8M | $7K | 7 | 0 |
| Apr 2021 | $154.8M | $154.8M | $7K | 7 | 0 |
| Mar 2021 | $154.8M | $154.8M | $7K | 7 | 0 |
| Dec 2020 | $173.4M | $172.1M | $1.3M | 7 | 0 |
| Jun 2020 | $173.4M | $172.1M | $1.3M | 7 | 0 |
| May 2020 | $173.4M | $172.1M | $1.3M | 7 | 0 |
| Mar 2020 | $173.4M | $172.1M | $1.3M | 7 | 0 |
| Dec 2019 | $117M | $116M | $972.4K | 7 | 0 |
| Nov 2019 | $117M | $116M | $972.4K | 7 | 0 |
| Sep 2019 | $117M | $116M | $972.4K | 7 | 0 |
| Aug 2019 | $117M | $116M | $972.4K | 7 | 0 |
| Mar 2019 | $117M | $116M | $972.4K | 7 | 0 |
| Dec 2018 | $179.2M | $119.4M | $59.8M | 7 | 0 |
| Nov 2018 | $179.2M | $119.4M | $59.8M | 7 | 0 |
| Jun 2018 | $179.2M | $119.4M | $59.8M | 7 | 0 |
| Jun 2018 | $179.2M | $119.4M | $59.8M | 7 | 0 |
| Jun 2018 | $179.2M | $119.4M | $59.8M | 7 | 0 |
| Mar 2018 | $179.2M | $119.4M | $59.8M | 7 | 0 |
| Dec 2017 | $144.4M | $90.7M | $53.7M | 4 | 0 |
| Jul 2017 | $144.4M | $90.7M | $53.7M | 4 | 200 |
| Jun 2017 | $144.4M | $90.7M | $53.7M | 4 | 200 |
| Mar 2017 | $144.4M | $90.7M | $53.7M | 4 | 200 |
| Mar 2017 | $144.4M | $90.7M | $53.7M | 4 | 200 |
| Jan 2017 | $148.8M | $91.8M | $57.1M | 5 | 200 |
| Oct 2016 | $148.8M | $91.8M | $57.1M | 5 | 200 |
| Oct 2016 | $148.8M | $91.8M | $57.1M | 5 | 200 |
| Mar 2016 | $148.8M | $91.8M | $57.1M | 5 | 200 |
| May 2015 | $134.5M | $84.5M | $50M | 5 | 200 |
| Mar 2015 | $0 | $0 | $0 | 3 | 0 |
| Mar 2015 | $0 | $0 | $0 | 3 | 0 |
| Feb 2015 | $0 | $0 | $0 | 3 | 0 |
| Feb 2015 | $0 | $0 | $0 | 3 | 0 |
| Jan 2015 | $0 | $0 | $0 | 3 | 0 |
DateMar 2025
Total AUM$183M
Discretionary$165.3M
Non-Disc.$17.7M
Employees7
Clients649
DateJan 2025
Total AUM$180M
Discretionary$158.3M
Non-Disc.$21.7M
Employees7
Clients304
DateNov 2024
Total AUM$180M
Discretionary$158.3M
Non-Disc.$21.7M
Employees9
Clients304
DateJul 2024
Total AUM$180M
Discretionary$158.3M
Non-Disc.$21.7M
Employees8
Clients304
DateJun 2024
Total AUM$180M
Discretionary$158.3M
Non-Disc.$21.7M
Employees10
Clients304
DateMay 2024
Total AUM$180M
Discretionary$158.3M
Non-Disc.$21.7M
Employees9
Clients304
DateMar 2024
Total AUM$180M
Discretionary$158.3M
Non-Disc.$21.7M
Employees9
Clients304
DateDec 2023
Total AUM$153.7M
Discretionary$147M
Non-Disc.$6.7M
Employees9
Clients621
DateMar 2023
Total AUM$153.7M
Discretionary$147M
Non-Disc.$6.7M
Employees9
Clients621
DateOct 2022
Total AUM$188.8M
Discretionary$183.3M
Non-Disc.$5.5M
Employees9
Clients551
DateAug 2022
Total AUM$188.8M
Discretionary$183.3M
Non-Disc.$5.5M
Employees9
Clients551
DateMay 2022
Total AUM$188.8M
Discretionary$183.3M
Non-Disc.$5.5M
Employees8
Clients551
DateMay 2022
Total AUM$188.8M
Discretionary$183.3M
Non-Disc.$5.5M
Employees8
Clients551
DateApr 2022
Total AUM$188.8M
Discretionary$183.3M
Non-Disc.$5.5M
Employees8
Clients551
DateFeb 2022
Total AUM$188.8M
Discretionary$183.3M
Non-Disc.$5.5M
Employees7
Clients551
DateJan 2022
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$7K
Employees7
Clients0
DateDec 2021
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$7K
Employees7
Clients0
DateOct 2021
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$7K
Employees7
Clients0
DateSep 2021
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$7K
Employees7
Clients0
DateJun 2021
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$7K
Employees7
Clients0
DateApr 2021
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$7K
Employees7
Clients0
DateApr 2021
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$7K
Employees7
Clients0
DateMar 2021
Total AUM$154.8M
Discretionary$154.8M
Non-Disc.$7K
Employees7
Clients0
DateDec 2020
Total AUM$173.4M
Discretionary$172.1M
Non-Disc.$1.3M
Employees7
Clients0
DateJun 2020
Total AUM$173.4M
Discretionary$172.1M
Non-Disc.$1.3M
Employees7
Clients0
DateMay 2020
Total AUM$173.4M
Discretionary$172.1M
Non-Disc.$1.3M
Employees7
Clients0
DateMar 2020
Total AUM$173.4M
Discretionary$172.1M
Non-Disc.$1.3M
Employees7
Clients0
DateDec 2019
Total AUM$117M
Discretionary$116M
Non-Disc.$972.4K
Employees7
Clients0
DateNov 2019
Total AUM$117M
Discretionary$116M
Non-Disc.$972.4K
Employees7
Clients0
DateSep 2019
Total AUM$117M
Discretionary$116M
Non-Disc.$972.4K
Employees7
Clients0
DateAug 2019
Total AUM$117M
Discretionary$116M
Non-Disc.$972.4K
Employees7
Clients0
DateMar 2019
Total AUM$117M
Discretionary$116M
Non-Disc.$972.4K
Employees7
Clients0
DateDec 2018
Total AUM$179.2M
Discretionary$119.4M
Non-Disc.$59.8M
Employees7
Clients0
DateNov 2018
Total AUM$179.2M
Discretionary$119.4M
Non-Disc.$59.8M
Employees7
Clients0
DateJun 2018
Total AUM$179.2M
Discretionary$119.4M
Non-Disc.$59.8M
Employees7
Clients0
DateJun 2018
Total AUM$179.2M
Discretionary$119.4M
Non-Disc.$59.8M
Employees7
Clients0
DateJun 2018
Total AUM$179.2M
Discretionary$119.4M
Non-Disc.$59.8M
Employees7
Clients0
DateMar 2018
Total AUM$179.2M
Discretionary$119.4M
Non-Disc.$59.8M
Employees7
Clients0
DateDec 2017
Total AUM$144.4M
Discretionary$90.7M
Non-Disc.$53.7M
Employees4
Clients0
DateJul 2017
Total AUM$144.4M
Discretionary$90.7M
Non-Disc.$53.7M
Employees4
Clients200
DateJun 2017
Total AUM$144.4M
Discretionary$90.7M
Non-Disc.$53.7M
Employees4
Clients200
DateMar 2017
Total AUM$144.4M
Discretionary$90.7M
Non-Disc.$53.7M
Employees4
Clients200
DateMar 2017
Total AUM$144.4M
Discretionary$90.7M
Non-Disc.$53.7M
Employees4
Clients200
DateJan 2017
Total AUM$148.8M
Discretionary$91.8M
Non-Disc.$57.1M
Employees5
Clients200
DateOct 2016
Total AUM$148.8M
Discretionary$91.8M
Non-Disc.$57.1M
Employees5
Clients200
DateOct 2016
Total AUM$148.8M
Discretionary$91.8M
Non-Disc.$57.1M
Employees5
Clients200
DateMar 2016
Total AUM$148.8M
Discretionary$91.8M
Non-Disc.$57.1M
Employees5
Clients200
DateMay 2015
Total AUM$134.5M
Discretionary$84.5M
Non-Disc.$50M
Employees5
Clients200
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateMar 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateFeb 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0
DateJan 2015
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees3
Clients0