BT WEALTH MANAGEMENT, LLC

ATLANTA, Georgia·7 registered advisors·CRD# 147729

SEC# 801-693721770-635-5000

01

Firm Overview

AUM

$1.1B

Regulatory assets under management

Employees

16

Total firm employees

Advisors

7

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Pension consulting

Security ratings or pricing services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Performance-based fees

03

Specialties

Financial Planning Investment Management Retirement Planning

04

Advisors at BT WEALTH MANAGEMENT, LLC

7 registered advisors

Bernard Eugene Palmer

ATLANTA, Georgia

Clifford Weldon Draughn

ATLANTA, Georgia

Elizabeth Dolyniuk Lasco

ATLANTA, Georgia

Jeffrey Joseph Call

ATLANTA, Georgia

Kenneth Lee Thrasher

ATLANTA, Georgia

Richard Allen Bennett

ATLANTA, Georgia

Scott Edward Craig

ATLANTA, Georgia

05

Office Locations

ATLANTA, Georgia

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors

Data sourced from SEC Form ADV filings. BT WEALTH MANAGEMENT, LLC (CRD# 147729) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.