BT Wealth Management, LLC

www.btwealthllc.com

BT 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.

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BT 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.

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Country

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State

Georgia

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City (Headquarters)

Atlanta

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Employees

11-50

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Founded

2008

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Estimated Revenue

$1 to $1,000,000

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Social

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Potential Decision Makers

  • Managing Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Client Service Manager

    Email ****** @****.com
    Phone (***) ****-****
  • Wealth Advisor

    Email ****** @****.com
    Phone (***) ****-****
  • Partner

    Email ****** @****.com
    Phone (***) ****-****

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