WealthTrust Advisors Overview
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.
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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 |
|
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7 Former Executives