Wealthtrust Arizona LLC

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Assets, Funds, Holdings

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Wealthtrust Arizona LLC
CRD #141926
SEC #801-67203
CIK #
AUM $436.1 MM (100% Disc, 100% US)
Employees9 (56% Investors, 78% Brokers)
Phone480-483-7300
Address8434 E Shea Boulevard
Scottsdale, AZ 85260
Source IAPDexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
SCHX 19.3
SCHM 14.9
FBND 12.2
SCHA 10.9
VNQ 10.8
SDY 6.3
VTI 6.2
IVV 5.3
IJR 3.8
IJH 2.2
View All
Holdings by Sector ($BB)
Comparable Firms State AUM ($BB)
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0.4
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Strategic Wealth Management Inc
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ISI Financial Group Inc
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Westside Investment Management Inc
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Bates Financial Advisors Inc
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0.4
Sovereign Bank
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0.4
MSJC LP
TX
0.4
Francis Financial Group LLC
LA
0.4
Navy Federal Brokerage Services LLC
VA
0.4