WealthTrust Advisors Overview
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Latest Deal Type
Buyout/LBO
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
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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)
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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
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