Bt Wealth Management, LLC

Bt Wealth Management, LLC (CRD# 147729) is a financial advisory firm headquartered in Atlanta, GA. They manage $531,099,915 in 683 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    531
    MILLION
  • Total Number of Accounts
    683
    ACCOUNTS
  • Average Account Value
    $777,599
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription 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)
  • Pension consulting services
  • 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, TX

Financial Advisors at Bt Wealth Management, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Jeffrey J. Call
CRD#: 4652067
3625 Cumberland Boulevard, Suite 1000, Atlanta, GA 30339
96
Wealthminder
score

Jeffrey Call (CRD# 4652067) is an Investment Advisor Representative working at Bt Wealth Management, LLC in Atlanta, GA and has over 16 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.

2
Scott E. Craig
CRD#: 4460431
3625 Cumberland Boulevard, Suite 1075, Atlanta, GA 30339
96
Wealthminder
score

Scott Craig (CRD# 4460431) 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.

3
Teresa R. Munro
CRD#: 4751560
3625 Cumberland Boulevard, Suite 1000, Atlanta, GA 30339
96
Wealthminder
score

Teresa Munro (CRD# 4751560) is an Investment Advisor Representative working at Bt Wealth Management, LLC in Atlanta, GA and has over 12 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.

4
Bernard E. Palmer
CRD#: 1656286
3625 Cumberland Boulevard, Suite 1000, Atlanta, GA 30339
93
Wealthminder
score

Bernard Palmer (CRD# 1656286) is an Investment Advisor Representative working at Bt Wealth Management, LLC in Atlanta, GA and has over 29 years of experience in the finance industry.

5
Kenneth L. Thrasher
CRD#: 4569137
3625 Cumberland Boulevard, Suite 1000, Atlanta, GA 30339
87
Wealthminder
score

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.

6
Clifford W. Draughn
CRD#: 1042780
24 Drayton Street, Suite 501, Savannah, GA 31401
83
Wealthminder
score

Clifford Draughn (CRD# 1042780) is an Investment Advisor Representative working at Bt Wealth Management, LLC in Savannah, GA and has over 34 years of experience in the finance industry.

7
Orlow M. Walstad
CRD#: 2907078
3625 Cumberland Boulevard, Suite 1000, Atlanta, GA 30339
80
Wealthminder
score

Orlow Walstad (CRD# 2907078) is an Investment Advisor Representative working at Bt Wealth Management, LLC in Atlanta, GA and has over 3 years of experience in the finance industry.

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