# BT WEALTH MANAGEMENT, LLC

BT WEALTH MANAGEMENT, LLC of ATLANTA, GA is an SEC-registered investment adviser.

## Registration

- CRD: 147729
- Type: SEC-registered investment adviser
- SEC file number: 801-69372
- Location: RIVERWOOD 200, 3300 RIVERWOOD PARKWAY, SUITE 1075, ATLANTA, GA, 30339
- Phone: 770-635-5000
- Latest filing: 2022-03-30
- Regulatory AUM: $1.1B
- Discretionary AUM: $1.0B
- Non-discretionary AUM: $17.8M
- Clients: 16
- Accounts: 1,327

## Officers, owners & control persons (14)

| Name | Role | Location |
| --- | --- | --- |
| FRIES PATRICIA BUTLER | CHIEF COMPLIANCE OFFICER | — |
| DRAUGHN CLIFFORD WELDON | PARTNER; PRESIDENT | — |
| BENNETT RICHARD ALLEN | PARTNER; SHAREHOLDER | — |
| PALMER BERNARD EUGENE | PARTNER/CHIEF COMPLIANCE OFFICER | — |
| CALL JEFFREY JOSEPH | CHIEF COMPLIANCE OFFICER; PARTNER | — |
| BENNETT RICHARD A | SHAREHOLDER | — |
| BARTH STEVEN P | MEMBER | — |
| THRASHER KENNETH L | PRESIDENT, CEO; SHAREHOLDER | — |
| BARTH STEVEN PHILIP | MEMBER; PRESIDENT / CHIEF INVESTMENT OFFICER | — |
| THRASHER KENNETH LEE | PARTNER; PRESIDENT, CEO; SHAREHOLDER | — |
| CRAIG SCOTT EDWARD | DIRECTOR OF PORTFOLIO MANAGEMENT AND CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER; MANAGING PARTNER (+4 more) | — |
| LASCO ELIZABETH DOLYNIUK | CHIEF COMPLIANCE OFFICER | — |
| SNELL JUSTIN | CHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/CCO | — |
| McDaniel William Clay | CHIEF INVESTMENT OFFICER | — |


## Private funds (4)

| Fund | Type | Formed | Owners | GAV | Min investment |
| --- | --- | --- | --- | --- | --- |
| BT OPPORTUNITY FUND, LP | Other Private Fund | — | 96 | $98.5M | $250K |
| BT OPPORTUNITY FUND II, LP | Other Private Fund | — | 77 | $61.9M | $250K |
| BT SELECT FUND I LP | Other Private Fund | — | 30 | $11.3M | $250K |
| HS SELECT I, LLC | Other Private Fund | — | 9 | $9.9M | $1.0M |


## Fund service providers (1)

- administrator: SS&C TECHNOLOGIES, INC. — 4 funds

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147729/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147729/similar
- Related entities: https://search.stillhousedata.com/firm/147729/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147729

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.