Wealthtrust Asset Management, LLC
● SEC registered since 2015CRD 174901SEC# 801-80938Destin, FL
Reg. AUM
$217.4M
Employees
7
Accounts
553
Location
Destin, FL
Wealthtrust Asset Management, LLC assets under management
Wealthtrust Asset Management, LLC is an investment advisory firm registered with the SEC based in Destin, FL. The firm has been registered since 2015. It reports $217.4 million in regulatory assets under management and employs 7 people.
Wealthtrust Asset Management, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| John Gerard McHugh Control | Managing Member | Over 75% | 2014 |
| Shawn M McHugh | Chief Compliance Officer | Under 5% | 2022 |
Frequently asked questions
How much does Wealthtrust Asset Management, LLC manage?
Wealthtrust Asset Management, LLC reports $217.4 million in regulatory assets under management on its Form ADV.
How many employees does Wealthtrust Asset Management, LLC have?
Wealthtrust Asset Management, LLC reports 7 employees.
Where is Wealthtrust Asset Management, LLC located?
Wealthtrust Asset Management, LLC is based in Destin, FL and has been SEC-registered since 2015.
Does Wealthtrust Asset Management, LLC disclose fund performance?
Wealthtrust Asset Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 4458 Legendary Dr., Suite 140, Destin, FL 32541 |
| Phone | 850-460-8444 |
| Office hours | 8:30 a.m. To 4:00 p.m. |
| SEC region | Miami Regional Office (MIRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$217.4M▲ 21%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 72%
Larger than 28% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$217.4Mregulatory AUM
Discretionary $169.7MNon-discretionary $47.7M