Bt Wealth Management, LLC is a large advisory firm based in Atlanta. It manages $923.82 million of regulatory assets for 971 client accounts. It has been registered with the SEC as an adviser since 2008 and has operated in the jurisdictions of Florida, Georgia, North Carolina, Tennessee, and Texas.
Bt Wealth Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Bt Wealth Management, LLC is $923.82 million. The firm's AUM has grown by 1471% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Bt Wealth Management, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Scott Edward Craig is high net worth individuals with 312 clients and $888.5 million of assets under management. Among the 7 most similar advisory firms, Bt Wealth Management has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $923.82 million for 320 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Bt Wealth Management also advises several private funds. Namely, four other private funds. The minimum investment commitment required of non-related persons ranges from $250,000 to $1,000,000.
The company employs 17 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. 11 employees are registered as investment adviser representatives with the state securities authorities.
There are 3 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Scott Edward Craig has been acting as President since 1 Sep 2014. Elizabeth Dolyniuk Lasco joined the executive team most recently as the Chief Compliance Officer.
The principal office where Bt Wealth Management, LLC performs its advisory services is located at Riverwood 200, Atlanta, GA 30339, which is also the mailing address of the firm. An additional office of the firm is in Savannah, GA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 770-635-5000 or by fax 770-390-0394. The normal business hours are 8:30 a.m. - 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at btwealthllc.com and its LinkedIn profile.