WealthTrust Advisors Overview

  • Founded
  • 1996

Founded
  • Status
  • Acquired/​Merged

  • Latest Deal Type
  • Buyout/​LBO

  • Financing Rounds
  • 1

WealthTrust Advisors General Information

Description

Provider of portfolio management, estate planning, asset and life cycle preservation, and tax efficiency services, preeminently to wealthy individuals. The company's portfolio of clients institutional and individual clients, as well as foundations.

Contact Information

Formerly Known As
DeGreen Wealth Management
Ownership Status
Acquired/Merged
Financing Status
Private Equity-Backed
Primary Industry
Asset Management
Other Industries
Other Financial Services
Primary Office
  • 17200 North perimeter Drive
  • Suite 203
  • Scottsdale, AZ 85255
  • United States
+1 (480) 000-0000

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WealthTrust Advisors Valuation & Funding

Deal Type Date Amount Valuation/
EBITDA
Post-Val Status Debt

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WealthTrust Advisors Executive Team (12)

Name Title Board Seat Contact Info
Brent McQuiston Managing Director & Partner
Heath Bray Managing Director & Partner
Michael Bowen Managing Director & Partner
Paul Ahern Founding Partner & Managing Director
You’re viewing 4 of 12 executive team members. Get the full list »