BT WEALTH MANAGEMENT, LLC

BT WEALTH MANAGEMENT, LLC of ATLANTA, GA is an SEC-registered investment adviser (CRD 147729). Regulatory assets under management: $1.1B.

Registration

Officers, owners & control persons (14)

NameRoleLocation
FRIES PATRICIA BUTLERCHIEF COMPLIANCE OFFICER
DRAUGHN CLIFFORD WELDONPARTNER; PRESIDENT
BENNETT RICHARD ALLENPARTNER; SHAREHOLDER
PALMER BERNARD EUGENEPARTNER/CHIEF COMPLIANCE OFFICER
CALL JEFFREY JOSEPHCHIEF COMPLIANCE OFFICER; PARTNER
BENNETT RICHARD ASHAREHOLDER
BARTH STEVEN PMEMBER
THRASHER KENNETH LPRESIDENT, CEO; SHAREHOLDER
BARTH STEVEN PHILIPMEMBER; PRESIDENT / CHIEF INVESTMENT OFFICER
THRASHER KENNETH LEEPARTNER; PRESIDENT, CEO; SHAREHOLDER
CRAIG SCOTT EDWARDDIRECTOR OF PORTFOLIO MANAGEMENT AND CHIEF COMPLIANCE OFFICER; MANAGING DIRECTOR/CHIEF COMPLIANCE OFFICER; MANAGING PARTNER (+4 more)
LASCO ELIZABETH DOLYNIUKCHIEF COMPLIANCE OFFICER
SNELL JUSTINCHIEF COMPLIANCE OFFICER AND CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER; CHIEF OPERATING OFFICER/CCO
McDaniel William ClayCHIEF INVESTMENT OFFICER

Private funds (4)

FundTypeFormedOwnersGross asset valueMin investment
BT OPPORTUNITY FUND, LPOther Private Fund96$98.5M$250K
BT OPPORTUNITY FUND II, LPOther Private Fund77$61.9M$250K
BT SELECT FUND I LPOther Private Fund30$11.3M$250K
HS SELECT I, LLCOther Private Fund9$9.9M$1.0M

Fund service providers (1)

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