WealthTrust
WealthTrust LLC is a strategic financial partner for U.S.-based investment management firms which provide comprehensive wealth management services to select individuals and families. It is based in Nashville, Tennesee. WealthTrust employs teams of specialists to provide execution and support in compliance, technology, back office and client services. This allows affiliates’ maximum time to focus on achieving each client’s goals and objectives.
The company was founded in 1997. It was sold to Lee Equity Partners in 2015[1] and acquired by HighTower Advisers in 2017.[2]
References[edit]
- ↑ Braswell, Mason (7 April 2017). "HighTower Could Grow AUM 20% with WealthTrust Deal". AdvisorHub. Retrieved 29 January 2018.
- ↑ Benjamin, Jeff (13 April 2017). "HighTower CEO confirms it is buying WealthTrust, its biggest deal ever". Investment News. Retrieved 29 January 2018.
External links[edit]
- "WealthTrust snaps up N.C. firm". Nashville Business Journal 19 April 2004.
- "New WealthTrust unit targets smaller shops". Nashville Business Journal 28 July 2003.
- "Nashville firm acquires Myers Research". Charlotte Business Journal19 April 2004.
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