William
Weber

Wealthtrust Asset Management, LLC

CRD#1831523
Investment Advisor
in Destin, FL

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About this Advisor

William Weber is a financial advisor based in Destin, Florida, working with Wealthtrust Asset Management, LLC. William has previously held positions at The Retirement Advisor University, Wealthtrust Asset Management, LLC, and Elder Care. William has passed the Series 63, Series 66, and Series 65 regulatory exams and is registered to provide services in Florida. Currently, William is part of Wealthtrust Asset Management, LLC, which operates out of Destin, Florida. The firm has 4 offices and 10 employees. The firm manages assets totaling $180.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Wealthtrust Asset Management, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, Series 65

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

$180,012,386

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

10

FL Average: 62
Total Number of Accounts

657

FL Average: 2,474
Average Account Size

$273,991

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

William Weber Work History

2021 - Present (3 years)

Wealthtrust Asset Management, LLC

2019 - Present (5 years)

Elder Care

2014 - 2019 (5 years)

The Retirement Advisor University

Disclosures

Please visit the SEC profile of William Weber 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

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

The content in this profile was updated by SmartAsset on 6/19/2024. 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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