Michael John Lee

Employer firm

Wealthtrust Asset Management, LLC CRD 174901

$217M regulatory AUM 600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2014 → 05/2018
  Kalos Management
  Alpharetta, GA
• 08/2015 → 04/2017
  Wildermuth Asset Management
  Alpharetta, GA
• 09/2017 → 05/2021
  Nyoobe, Inc
  Jacksonville, FL
• 08/2021 → 05/2022
  Blackstock, Inc
  Gainesville, FL
• 02/2023 → Present
  Wealthtrust Asset Management
  Destin, FL
• 02/2023 → Present
  Taff South, Llc
  Fernandina Beach, FL
• 02/2023 → Present
  Wealthtrust Asset Management
  Destin, FL
• 02/2023 → Present
  Wealthtrust Asset Management, Llc
  Destin, FL
• 06/2022 → 01/2023
  N/A
  N/A, XX

Previous Registrations

• 2022-07-27 → 2022-12-31
  Long Street Capital Management
  Blackshear, GA
• 2015-08-27 → 2018-03-29
  Kalos Management
  Roswell, GA
  Ponte Vedra Beach, FL
• 2018-02-15 → 2018-03-29
  Wildermuth Advisory, Llc
  Ponte Vedra Beach, FL
• 2018-02-15 → 2018-03-29
  Asteria Wealth Llc
  Ponte Vedra Beach, FL
• 2012-07-10 → 2014-12-05
  Long Street Capital Management, Llc
  Blackshear, GA

Other Businesses

OCCASIONAL CONTRIBUTOR TO SEEKING ALPHA, AN INVESTMENT RELATED WEBSITE. I SPEND APPROXIMATELY 1 HR PER WEEK ON WEEKENDS WHEN ACTIVE. I AM CURRENTLY NOT ACTIVELY CONTRIBUTING.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-05-23
• S66 Uniform Combined State Law Examination
  2007-07-03
• S63 Uniform Securities Agent State Law Examination
  2006-05-10

Designations

• Chartered Financial Analyst