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

CRD: 147729
SEC file number: 801-69372
Type: Registered investment adviser
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	Gross asset value	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

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