Wealthtrust Asset Management, LLC
Wealthtrust Asset Management, LLC is an SEC-registered mass-market adviser in Destin, FL with $217.4M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Wealthtrust Asset Management, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 174901, SEC 801-80938, data through 2026-03-31.
- AUM (assets under management / regulatory AUM)
- $217.4M (2026-03-31)
- Firm type
- Mass-Market Adviser
- Location
- Destin, FL
- Employees
- 7
- Clients
- 250
- CRD
- 174901
- Ownership
- MCHUGH, SHAWN, M; DUNCAN, DARLENE, SUE; MCHUGH, JOHN, GERARD
How much AUM does Wealthtrust Asset Management, LLC have?
Wealthtrust Asset Management, LLC reported $217.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-31).
Who owns Wealthtrust Asset Management, LLC?
Disclosed owners and executives of Wealthtrust Asset Management, LLC include MCHUGH, SHAWN, M, DUNCAN, DARLENE, SUE, MCHUGH, JOHN, GERARD. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.