WealthTrust Advisors

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
Specialized Finance
Primary Office
  • 17200 North perimeter dr.
  • 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 (13)

Name Title Board Seat Contact Info
Holly Deem Chief Executive Officer
Ben Wilson Managing Director & Partner
Brent McQuiston Managing Director & Partner
Heath Bray Managing Director & Partner
Michael Bowen Managing Director & Partner

7 Former Executives