Bt Wealth Management LLC

Bt Wealth Management is a alternative asset management company based in Atlanta, GA. They operate 2 private funds and have approximately $622 million in total assets under management (AUM). You can view more information on Bt Wealth Management including private fund info, contact info, top management and executives, website, email addresses, and more below:

Contact Details for Bt Wealth Management

Bt Wealth Management, LLC
Riverwood 200
3300 Riverwood Parkway, Suite 1075
Atlanta, GA 30339
United States

Phone: 770-635-5000
Fax: 404-341-9408
Website: http://www.btwealthllc.com

Overview of Bt Wealth Management

Org. Type: Limited Liability Company

Registration Country: United States

0

SEC#: 801-69372

Org#: 147729

Legal Issues: No legal issues reported

Company Type: Other

Pooled Investments: 0 percent

Private Funds Managed(2): Vendor Assistance Fund Lp, Bt Opportunity Fund Lp

Ownership/Leadership of Bt Wealth Management

 

Bennett Thrasher LlpMember
Scott Edward CraigPresident/Chief Investment Officer
Jeffrey Joseph CallPartner
Richard Allen BennettPartner
Clifford Weldon DraughnPartner
Chief Compliance Officer
Excelsia Inc.Member
Kenneth Lee ThrasherPartner

Bt Wealth Management Key Stats and Charts

Discretionary AUM: $410 million

Bt Wealth Management discretionary AUM

Rank: 2250 out of 6900 private fund companies

Total AUM: $622 million

Bt Wealth Management total assets under management (AUM)

Rank: 1976 out of 6900 private fund companies

# of Accounts: 753

Bt Wealth Management total client accounts

Rank: 278 out of 6900 private fund companies

Average Account Size: 826029.216467

Bt Wealth Management average account size

Rank: 3542 out of 6900 private fund companies

# of Employees: 11

Bt Wealth Management has 11 employees

Rank: 2031 out of 6900 private fund companies

# of Private Funds: 2

Bt Wealth Management operates 2 private Other funds

Rank: 3231 out of 6900 private fund companies