Thomas
Eifler

Wealthtrust Asset Management, LLC

CRD#76398
Investment Advisor
in Destin, FL

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About this Advisor

Thomas Eifler is a financial advisor based in Destin, Florida with a total of 1 year of relevant experience. Eifler currently works for Wealthtrust Asset Management, LLC. Throughout their career, Eifler has worked at Ic Advisory Services, Inc, Jjb Hilliard Wl Lyons, Tamp Advisory Solutions and N/A. Eifler maintains a Series 63 license, which qualifies them as a securities agent, and is able to work in Kentucky. Wealthtrust Asset Management, LLC is a financial advisory company based in Destin, FL. The investment advisory business has offices in four locations and a total of nine employees. It has $154 million in total assets across its 654 customer accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. Of its 654 accounts, 21% are held by high-net-worth investors who have more than $1 million in assets available to invest. The business provides a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors typically are based on which service is provided. However, fees charged by Wealthtrust Asset Management, LLC most likely include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

1 year

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

4458 Legendary Dr. Suite 140
Destin, FL 32541

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Wealthtrust Asset Management, LLC Brokerage Details

Total Assets Under Management

$153,727,770

FL Average: $1,855,561,029
Total Number of Employees

9

FL Average: 62
Total Number of Accounts

654

FL Average: 2,474
Average Account Size

$235,058

FL Average: $750,025

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Thomas Eifler Work History

Thomas has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Tamp Advisory Solutions

2019 - 2022 (3 years)

N/A

2017 - 2019 (2 years)

Jjb Hilliard Wl Lyons

2006 - 2017 (11 years)

Ic Advisory Services, Inc

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Thomas Eifler to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Wealthtrust Asset Management, LLC

William Weber
Destin, FL
Clifford Rutledge
Destin, FL
Benjamin Watson
Destin, FL
John Mchugh
Destin, FL
Thomas Eifler
Destin, FL
Katherine Nolte
Keller, TX
Darlene Duncan
Destin, FL
Thomas Eifler
Plano, TX

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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