BT Wealth Management

  • Financial Services
  • Vinings GA
  • 20 employees
  • Financial Services
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Company Overview

Headquarters
Riverwood 200, 3300 Riverwood Parkway, Suite 1075, Vinings GA
Website
btwealthllc.com
Phone
(770) 396-2200
Employees
20
Founded in
2008
Industry
Financial Services
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Financials & Stats

Revenue

$20B

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Who is BT Wealth Management

BT Wealth Management is an independent, fee-only Registered Investment Advisor based in Vinings, Georgia. The company employs 20 people and has generated $20 million in revenue. BT Wealth Management offers investment management, consulting, and financial planning services to high-net-worth individuals and families. Their services are designed to help clients build portfolios that align with their financial goals and withstand market fluctuations. The company distinguishes itself through its disciplined investment process and commitment to transparency. BT Wealth Management manages over $1 billion in assets under management (AUM) and has a proven track record of success. For more information about BT Wealth Management and its services, please visit their website at btwealthllc.com.

BT Wealth Management Industry Tags

Wealth Transfer
Estate
Gift and Philanthropic Planning
Single Stock Diversification Planning
Insurance Planning
Needs Analysis
Succession Planning
Family Business Consulting
Cash Flow
Retirement Planning
Strategic Income Tax Planning
Return Preparation
Financial Services
Financial Advisory Services
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FAQ

What is the location of BT Wealth Management's headquarters?
The headquarters of BT Wealth Management are situated at Riverwood 200, 3300 Riverwood Parkway, Suite 1075, Vinings GA
What is BT Wealth Management's phone number?
BT Wealth Management's contact number is (770) 396-2200.
What is BT Wealth Management's official website?
The official website of BT Wealth Management can be found at btwealthllc.com.
What is BT Wealth Management's current revenue?
As of October 2016, BT Wealth Management's annual revenue reached $20B.
How many employees does BT Wealth Management currently have?
BT Wealth Management employs approximately 20+ people as of October 2016
Which industries is BT Wealth Management primarily operating in?
BT Wealth Management operates in the following industries: Finance, Credit
What are BT Wealth Management's industry tags?
BT Wealth Management's industry tags include: Wealth Transfer, Estate, Gift and Philanthropic Planning
When was BT Wealth Management founded?
BT Wealth Management was founded in 2008.

Employee Directory

Key Employees

Scott Craig

Managing Partner

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