Unclaimed Profile

Paul Anthony Ahern

WEALTHTRUST ARIZONA LLC·SCOTTSDALE, Arizona

SIE, Series 7, Series 24, Series 63, Series 65, Series 99TOCFP ChFC23 years registeredWEALTHTRUST ARIZONA LLC

8434 E. SHEA BOULEVARD, SCOTTSDALE, AZ 85260CRD# 2257376Firm CRD# 141926

Profile Verification

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

Identity

Paul Anthony Ahern · SCOTTSDALE, AZ

Registration

CRD #2257376 · WEALTHTRUST ARIZONA LLC · 23 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

Aug 2002 – Dec 2006

SCOTTSDALE, AZ

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Series 99TO

Registration record

First registered · August 21, 2002

Years registered · 23

Professional designations · CFP, ChFC

Disclosure History

2005Customer Dispute·Settled

2002Customer Dispute·Denied

2002Customer Dispute·Settled

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

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

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Frequently Asked Questions

What services does Paul Anthony Ahern offer?

Paul Anthony Ahern specializes in Financial Planning, Investment Management. Contact their office in SCOTTSDALE, Arizona for a consultation.

What are Paul Anthony Ahern's credentials?

Paul Anthony Ahern holds the following professional designations: CFP, ChFC. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Paul Anthony Ahern located?

Paul Anthony Ahern is based in SCOTTSDALE, Arizona, working with WEALTHTRUST ARIZONA LLC. Their office serves clients in the SCOTTSDALE metropolitan area and surrounding communities.

How does Paul Anthony Ahern charge for services?

Paul Anthony Ahern'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.

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