Unclaimed Profile

Michael Lee Bowen

WEALTHTRUST ARIZONA LLC·SCOTTSDALE, Arizona

SIE, Series 7, Series 24, Series 63, Series 66Clean record24 years registeredWEALTHTRUST ARIZONA LLC

8434 E. SHEA BOULEVARD, SCOTTSDALE, AZ 85260CRD# 4185350Firm CRD# 141926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Michael Lee Bowen · SCOTTSDALE, AZ

Registration

CRD #4185350 · WEALTHTRUST ARIZONA LLC · 24 years registered

Brand Profile

Not yet started

Career History

HIGHTOWER ADVISORS, LLC

Nov 2018 – present

WEALTHTRUST ARIZONA

Dec 2006 – Mar 2019

SCOTTSDALE, AZ

WEALTH TRUST - ARIZONA LLC

Mar 2002 – Dec 2006

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 66

Registration record

First registered · March 11, 2002

Years registered · 24

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTHTRUST ARIZONA LLC

CRD 141926 · SEC 801-67203

AUM

$436M

Regulatory assets under management

Employees

1,297 client accounts

Services offered by WEALTHTRUST ARIZONA LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at WEALTHTRUST ARIZONA LLC →

Introduction

Speak with Michael

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Michael is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in SCOTTSDALE?

Browse all registered financial advisors in SCOTTSDALE, Arizona or claim this profile if it's yours.

Browse SCOTTSDALE Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Michael Lee Bowen offer?

Michael Lee Bowen specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Michael Lee Bowen's credentials?

Michael Lee Bowen is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Michael Lee Bowen located?

Michael Lee Bowen is based in SCOTTSDALE, Arizona, working with WEALTHTRUST ARIZONA LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Michael Lee Bowen charge for services?

Michael Lee Bowen's firm is compensated through percentage of aum, commissions. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTHTRUST ARIZONA LLC?

WEALTHTRUST ARIZONA LLC has approximately 9 employees and manages $436M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →