Be advised. This firm is no longer registered.

Bt Wealth Management, LLC

Bt Wealth Management, LLC (CRD# 147729) is a financial advisory firm headquartered in Atlanta, GA. They manage $1,050,371,918 in 1,327 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
Riverwood 200, 3300 Riverwood Parkway, Suite 1075, Atlanta, GA 30339
https://www.linkedin.com/company/bt-wealth-management-llc/about/
By the Numbers
  • Total Assets Under Management
    1,050
    MILLION
  • Total Number of Accounts
    1,327
    ACCOUNTS
  • Average Account Value
    $791,539
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
The map below shows states where this firm has explicit registration only.

FL, GA, NC, TN, TX

Financial Advisors at Bt Wealth Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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