BT Wealth Management LLC
Legal Name: BT WEALTH MANAGEMENT, LLC
Full Contact Details
BT Wealth Management LLC
RIVERWOOD 200, 3300 RIVERWOOD PARKWAY, SUITE 1075, ATLANTA, GA
770-635-5000
770-390-0394
Other Info
BT Wealth Management LLC, a legally recognized GA Limited Liability Company, is a small firm with 17 employees, of which 12 are advisory focused, serving only four clients. The company's SEC status is approved, and it has been registered since July 1, 2008.
BTWM - Waverly Advisors
Search: Services ServicesPrivate Client ServicesWomen’s Wealth ConnectionFamily OfficeInstitutional ConsultingCorporate Retirement PlansIntense client focus is at the center of everything we do. We offer forward-thinking advice and guidance for financial decisions. Our dedicated team of advisors c…
Direct Owners
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BENNETT THRASHER, LLP
MEMBER owns more than 5% but less than 10%
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CLIFFORD WELDON DRAUGHN
PARTNER owns more than 5% but less than 10%
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ELIZABETH DOLYNIUK LASCO
CHIEF COMPLIANCE OFFICER owns less than 5%
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JEFFREY JOSEPH CALL
PARTNER owns more than 5% but less than 10%
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JUSTIN SNELL
CHIEF OPERATING OFFICER owns less than 5%
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KENNETH LEE THRASHER
PARTNER owns more than 5% but less than 10%
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RICHARD ALLEN BENNETT
PARTNER owns more than 5% but less than 10%
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SCOTT EDWARD CRAIG
MANAGING PARTNER/CHIEF INVESTMENT OFFICER owns more than 25% but less than 50%
Custodians
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CORNERSTONE BANK
United States -
IBERIABANK
United States