BT Wealth Management LLC
- Assets, Funds, Holdings
| BT Wealth Management LLC
|
| CRD # | 147729 |
| SEC # | 801-69372 |
| CIK # | 0001767863 |
| AUM |
|
| Employees |
16 (62% Investors, 0% Brokers)
|
| Phone | 770-635-5000 |
| Address | Riverwood 200
Atlanta, GA 30339 |
| Source |
[IAPD]
[EDGAR]
[Website] [LinkedIn]
|
|
Total AUM ($MM)
|
|
|
| AUM Breakdown |
Accounts |
AUM ($MM) |
| By Client Type |
| (a) Individuals (other than high net worth individuals) |
131
|
62.7 |
| (b) Individuals (high net worth individuals) |
194
|
783.8 |
| (c) Banking or thrift institutions |
0
|
0.0 |
| (d) Investment companies |
0
|
0.0 |
| (e) Business development companies |
0 |
0.0 |
| (f) Pooled investment vehicles |
4 |
181.6 |
| (g) Pension and profit sharing plans |
5 |
12.2 |
| (h) Charitable organizations |
9 |
10.0 |
| (i) State or municipal government entities |
0 |
0.0 |
| (j) Other investment advisers |
0 |
0.0 |
| (k) Insurance companies |
0 |
0.0 |
| (l) Sovereign wealth funds and foreign official institutions |
0 |
0.0 |
| (m) Corporations or other businesses not listed above |
0 |
0.0 |
| (n) Other |
0 |
0.0 |
| Total |
1,327 |
1,050.4 |
| By Discretionary |
| Discretionary |
1,301 |
1,032.6 |
| Non-Discretionary |
26 |
17.8 |
| Total |
1,327 |
1,050.4 |
| By Non-United States Persons |
| Non-United States Persons |
|
0.0 |
| United States Persons |
|
1,050.4 |
| Total |
1,327 |
1,050.4 |
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