Bt Wealth Management, LLC

Bt Wealth Management, LLC (CRD# 147729) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,065,554,126 in 1,252 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,066
    MILLION
  • Total Number of Accounts
    1,252
    ACCOUNTS
  • Average Account Value
    $851,082
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, GA, NC, TN, TX

Financial Advisors at Bt Wealth Management, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Richard A. Bennett
CRD#: 4569030
Riverwood 200, 3300 Riverwood Parkway, Suite 1075, Atlanta, GA 30339

Richard Bennett (CRD# 4569030) is an Investment Advisor Representative working at Bt Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

2
Patrick G. Butkus
CRD#: 5362543
Riverwood 200, 3300 Riverwood Parkway, Suite 1075, Atlanta, GA 30339

Patrick Butkus (CRD# 5362543) is an Investment Advisor Representative working at Bt Wealth Management, LLC in Atlanta, GA and has over 11 years of experience in the finance industry. Patrick Butkus has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Jeffrey J. Call
CRD#: 4652067
Riverwood 200, 3300 Riverwood Parkway, Suite 1075, Atlanta, GA 30339

Jeffrey Call (CRD# 4652067) is an Investment Advisor Representative working at Bt Wealth Management, LLC in Atlanta, GA and has over 21 years of experience in the finance industry. Jeffrey Call has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Scott E. Craig
CRD#: 4460431
Riverwood 200, 3300 Riverwood Pkwy Suite 1075, Atlanta, GA 30339

Scott Craig (CRD# 4460431) is an Investment Advisor Representative working at Bt Wealth Management, LLC in Atlanta, GA and has over 19 years of experience in the finance industry.

5
Clifford W. Draughn
CRD#: 1042780
24 Drayton Street, Suite 501, Savannah, GA 31401

Clifford Draughn (CRD# 1042780) is an Investment Advisor Representative working at Bt Wealth Management, LLC in Savannah, GA and has over 39 years of experience in the finance industry.

6
William C. McDaniel
CRD#: 6611440
Riverwood 200, 3300 Riverwood Parkway, Suite 1075, Atlanta, GA 30339

William McDaniel (CRD# 6611440) is an Investment Advisor Representative working at Bt Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

7
Teresa R. Munro
CRD#: 4751560
Riverwood 200, 3300 Riverwood Parkway, Suite 1075, Atlanta, GA 30339

Teresa Munro (CRD# 4751560) is an Investment Advisor Representative working at Bt Wealth Management, LLC in Atlanta, GA and has over 17 years of experience in the finance industry. Teresa Munro has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Kenneth L. Thrasher
CRD#: 4569137
Riverwood 200, 3300 Riverwood Parkway, Suite 1075, Atlanta, GA 30339

Kenneth Thrasher (CRD# 4569137) is an Investment Advisor Representative working at Bt Wealth Management, LLC in Atlanta, GA and has 1 year of experience in the finance industry.

9
Orlow M. Walstad
CRD#: 2907078
Riverwood 200, 3300 Riverwood Parkway, Suite 1075, Atlanta, GA 30339

Orlow Walstad (CRD# 2907078) is an Investment Advisor Representative working at Bt Wealth Management, LLC in Atlanta, GA and has over 8 years of experience in the finance industry.

10
Kay S. Wilson
CRD#: 4554947
Riverwood 200, 3300 Riverwood Parkway, Suite 1075, Atlanta, GA 30339

Kay Wilson (CRD# 4554947) is an Investment Advisor Representative working at Bt Wealth Management, LLC in Atlanta, GA and has over 15 years of experience in the finance industry.

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