WealthTrust Overview

Financial ServicesCompany

Was WealthTrust formerly PE-backed?

Yes. WealthTrust was formerly owned by 2 private investors.

Where is WealthTrust headquartered?

WealthTrust is headquartered in Scottsdale, Arizona.

What sector is WealthTrust in?

WealthTrust is a financial services company.

When was WealthTrust founded?

WealthTrust was founded in 1997.

WealthTrust LLC

8434 East Shea Blvdd,
Scottsdale, Arizona 85260
United States,
(480) 339-5221
www.wealthtrust.com

WealthTrust, a Nashville, TN-based holding company, is a strategic financial partner for US-based investment management firms. The company provides comprehensive wealth management services to select individuals and families through eleven affiliated investment management firms. WealthTrust?s team of specialists strengthens each of the affiliates by providing them execution and support in compliance, technology, back office and client services.


M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.0/yr) # 1 - - - - - 1
Sell (0.0/yr) # - - - - - - 0
  1

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