Advisorstrust Partners LLC
Advisorstrust Partners LLC is an SEC-registered wealth manager in Raleigh, NC with $435.3M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Advisorstrust Partners LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 304967, SEC 801-134387, data through 2026-05-27.
- AUM (assets under management / regulatory AUM)
- $435.3M (2026-05-27)
- Firm type
- Wealth Manager
- Location
- Raleigh, NC
- Employees
- 6
- Clients
- 184
- CRD
- 304967
- Ownership
- CASTLEMAN, JAMES, FRANCIS; MCMAHAN, DAVID, WATTS
How much AUM does Advisorstrust Partners LLC have?
Advisorstrust Partners LLC reported $435.3M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-27).
Who owns Advisorstrust Partners LLC?
Disclosed owners and executives of Advisorstrust Partners LLC include CASTLEMAN, JAMES, FRANCIS, MCMAHAN, DAVID, WATTS. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.