BT Wealth Management, LLC
www.btwealthllc.comBT Wealth Management is an independent, fee-only Registered Investment Advisor that provides investment management, consulting, and financial planning services to high-net-worth individuals and families. Founded in 2008, BT Wealth Management has grown to over $1 billion assets under management (AUM) and seventeen employees as of December 31, 2019, with offices in Atlanta and Savannah. The BT Wealth Management team adheres to a disciplined investment process with a focus on building portfolios that meet client goals while remaining resilient in the face of market uncertainty.
Read moreBT Wealth Management is an independent, fee-only Registered Investment Advisor that provides investment management, consulting, and financial planning services to high-net-worth individuals and families. Founded in 2008, BT Wealth Management has grown to over $1 billion assets under management (AUM) and seventeen employees as of December 31, 2019, with offices in Atlanta and Savannah. The BT Wealth Management team adheres to a disciplined investment process with a focus on building portfolios that meet client goals while remaining resilient in the face of market uncertainty.
Read moreCountry
State
Georgia
City (Headquarters)
Atlanta
Industry
Employees
11-50
Founded
2008
Estimated Revenue
$1 to $1,000,000
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Managing Partner
Email ****** @****.comPhone (***) ****-****Client Service Manager
Email ****** @****.comPhone (***) ****-****Wealth Advisor
Email ****** @****.comPhone (***) ****-****Partner
Email ****** @****.comPhone (***) ****-****