64
Growth Score
pts
Heat Score
7 pts
Company Performance Metrics
Score
Trend
AI Content may contain mistakes and is not legal, financial or investment advice.Learn more.
Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
See more interactive data and historical milestones on desktop for the best experience
WealthTrust LLC, a Scottsdale, Arizona based holding company, is a financial partner for eight investment management firms.
Holly Deem: Chief Executive Officer
John Miklich: Director of Finance
Regions Bank
About the Company
WealthTrust LLC, a Scottsdale, Arizona based holding company, is a financial partner for eight investment management firms strategically located throughout the U.S. which provide comprehensive wealth management services to select individuals and families. WealthTrust supports each affiliate through administration of compliance, technology, back
office operations and client services. Affiliates are focused on achieving each client’s goals and objectives.
Their affiliates manage approximately $6 billion in client assets collectively. WealthTrust’s geographical footprint, established integrated support services, and vision for growth make it a platform that is well-positioned to capitalize on current industry trends.
Women Led
