Wealthtrust Arizona

Wealthtrust Arizona (CRD# 141926) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $389,240,139 in 1,431 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    389
    MILLION
  • Total Number of Accounts
    1,431
    ACCOUNTS
  • Average Account Value
    $272,006
Compensation Options
  • A percentage of assets under your management
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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.

AZ, CA, FL, GA, LA, NE, NH, TX

Financial Advisors at Wealthtrust Arizona
Showing 1 - 6 of 6 top financial advisors.
1
Brent C. McQuiston
CRD#: 2379598
8434 E. Shea Boulevard, Scottsdale, AZ 85260
96
Wealthminder
score

Brent McQuiston (CRD# 2379598) is an Investment Advisor Representative working at Wealthtrust Arizona in Scottsdale, AZ and has over 24 years of experience in the finance industry. Brent McQuiston 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
Michael L. Bowen
CRD#: 4185350
8434 E. Shea Boulevard, Scottsdale, AZ 85260
93
Wealthminder
score

Michael Bowen (CRD# 4185350) is an Investment Advisor Representative working at Wealthtrust Arizona in Scottsdale, AZ and has over 17 years of experience in the finance industry.

3
Heath E. Bray
CRD#: 4055705
8434 E. Shea Boulevard, Scottsdale, AZ 85260
93
Wealthminder
score

Heath Bray (CRD# 4055705) is an Investment Advisor Representative working at Wealthtrust Arizona in Scottsdale, AZ and has over 17 years of experience in the finance industry.

4
Todd J. Stoa
CRD#: 5918029
8434 E. Shea Boulevard, Scottsdale, AZ 85260
90
Wealthminder
score

Todd Stoa (CRD# 5918029) is an Investment Advisor Representative working at Wealthtrust Arizona in Scottsdale, AZ and has over 6 years of experience in the finance industry.

5
Paul A. Ahern
CRD#: 2257376
8434 E. Shea Boulevard, Scottsdale, AZ 85260
86
Wealthminder
score

Paul Ahern (CRD# 2257376) is an Investment Advisor Representative working at Wealthtrust Arizona in Scottsdale, AZ and has over 25 years of experience in the finance industry. Paul Ahern 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.

6
Benjamin R. Wilson
CRD#: 1741666
8434 E. Shea Boulevard, Scottsdale, AZ 85260
83
Wealthminder
score

Benjamin Wilson (CRD# 1741666) is an Investment Advisor Representative working at Wealthtrust Arizona in Scottsdale, AZ and has over 30 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.