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Wealthtrust Asset Management, LLC CRD 174901
$217M regulatory AUM 600 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4458 Legendary Dr. Suite 140, Destin, FL 32541 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2021-04-27 |
| TX | RA | APPROVED_RES | 2016-12-20 |
Branch Locations
4458 Legendary Dr. Suite 140, Destin, FL 32541 • United States
Mobile, AL • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Destin | FL | 12/2012 | 11/2016 |
| Duncan Mchugh Investments | Destin | FL | 11/2016 | Present |
| Tamp Advisory Solutions, Llc | Destin | FL | 06/2018 | Present |
RENTAL PROPERTY, INV RELATED, SANTA ROSA BEACH, FL. START: 2/1/16, 0 HOURS/MONTH, 0 DURING TRADING, LANDLORD. AS OF 6/2018-REGISTERED INVESTMENT ADVISOR TAMP ADVISORY SERVICES DOES BUSINESS AS DUNCAN MCHUGH INVESTMENTS TO MARKET THE SERVICES HE PROVIDES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-24 |
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