WEALTHTRUST ASSET MANAGEMENT, LLC

CRD 174901File 801-80938

APPROVED

Retail clients

Custody

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$217.4M

Below cohort median (national)

Discretionary AUM

$169.7M

Non-discretionary $47.7M

Clients

256

553 accounts

Employees

Below cohort median in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Feb 3, 2015
Principal office: 4458 LEGENDARY DR., SUITE 140, DESTIN, FL, 32541
Phone: 850-460-8444
Website: https://www.wealthtrustam.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $217.4M
Discretionary AUM: $169.7M
Non-discretionary AUM: $47.7M
Discretionary accounts: 434
Non-discretionary accounts: 119
Total accounts: 553
AUM per client: $849K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	3	$3.9M
Charitable organizations	Fewer than 5	$1.6M
Other investment advisers	6	$5.9M
High net worth individuals	61	$148.9M
Pension and profit sharing plans	Fewer than 5	$426K
Individuals (other than high net worth individuals)	182	$56.7M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.