# WealthTrust Asset Management

WealthTrust Asset Management is a Bank / Wealth / Trust based in Destin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Destin, United States
- **Region:** North America
- **Address:** Destin, FL, United States
- **Founded:** 2014
- **Assets under management:** Undisclosed
- **Website:** wealthtrustam.com
- **LinkedIn:** https://www.linkedin.com/company/wealthtrust-asset-management-llc

## Regulatory record

- **CRD number:** 174901
- **SEC file number:** 801-80938
- **Registration status:** APPROVED
- **Latest Form ADV filing:** 2026-03-31T05:00:00.000Z
- **Reports private funds:** No
- **Private funds reported:** 0
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/174901

## About

Founded in 2014 and headquartered in Destin, Florida, WealthTrust Asset Management is an SEC-registered investment adviser serving individuals, high-net-worth families, trusts, estates, and profit-sharing plans. The firm operates as a boutique wealth manager, combining discretionary portfolio management with model subscription services and holistic planning across retirement, income tax, and estate matters. The firm's investment approach spans publicly traded equities, fixed income, and real-asset exposures, with a noticeable tilt toward income-producing strategies given its retiree and trust-oriented client base. Model portfolios are constructed internally and licensed to affiliated advisors, giving WealthTrust a hybrid posture — it is both an asset manager running proprietary strategies and a planning firm implementing them. Public records confirm the firm's registration with the SEC and state regulators in multiple jurisdictions. Scale metrics are not publicly disclosed. The firm's ADV filings indicate a compact team operating from a single office in the Florida Panhandle, serving a regional client base. There are no known adjacent vehicles, philanthropic foundations, or external club affiliations tied to the entity. The firm has maintained its core structure without material operational pivots since inception. WealthTrust's structural distinction lies in its vertical integration — a single fiduciary oversees investment selection, model construction, and client planning, collapsing the typical chain between asset manager, financial planner, and tax preparer. For clients, that means one portfolio decision accounts for tax-loss harvesting, RMD scheduling, and trust distribution timing without cross-vendor friction.

## Sectors

- Financial Services
- Real Estate
- Private Credit

## Questions

### What services does WealthTrust Asset Management provide beyond portfolio management?

The firm offers financial planning, retirement planning, income tax planning, and estate planning alongside its discretionary portfolio and model subscription services. This integrated approach means investment decisions are made with direct visibility into a client's tax and estate situation, rather than coordinating across separate providers.

### Is WealthTrust Asset Management a fiduciary?

Yes. As an SEC-registered investment adviser, WealthTrust has a fiduciary duty to act in its clients' best interests. The firm's Form ADV confirms this regulatory posture, which is standard for registered investment advisers under the Investment Advisers Act of 1940.

### Does WealthTrust run its own investment models or use third-party strategists?

WealthTrust develops proprietary model portfolios internally and offers them on a subscription basis. This distinguishes the firm from advisors who outsource investment selection to turnkey asset management platforms or external sub-advisors.

## Related profiles

- [WealthTrust Arizona](https://altss.com/profile/wealthtrust-arizona)
- [WealthUnite Advisors](https://altss.com/profile/wealthunite-advisors)

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Last updated: 2026-06-03T20:00:00.000Z

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