BT Wealth Management
Finance · Georgia, United States · 11-50 Employees
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Overview
Headquarters
3300 Riverwood Pkwy SE Ste 1075, Atlanta...Phone Number
(770) 635-5000Website
www.btwealthllc.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
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ZI Rank
1
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About BT Wealth Management
Waverly Advisors, which acquired BT Wealth Management, specializes in providing a range of financial services including private client services, family office, institutional consulting, and corporate retirement plans. The firm is dedicated to delivering personalized financial planning and investment management, emphasizing a client-first philosophy. Their team of advisors focuses on building strong, long-lasting relationships with clients while leveraging their combined expertise for enhanced service delivery. Waverly Advisors aims to support both personal and corporate financial needs, ensuring a comprehensive approach to wealth management.Explore more
BT Wealth Management Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.7M
11-50
Private
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MJ
Michael JpPresident, Michael Jp Fitzgerald, Cpa & Pfs, Cfp, Mstax, Ccfp, Ccfs, ELA , TX (Houston)
Company Profile Activity
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BT Wealth Management is experiencing very low activity levels compared to other companies in the Finance sector.
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BT Wealth Management is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about BT Wealth Management.
BT Wealth Management Tech Stack
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Waverly Advisors, which acquired BT Wealth Management, specializes in providing a range of financial services including private client services, family office, institutional consulting, and corporate retirement plans. The firm is dedicated to delivering personalized financial planning and investment management, emphasizing a client-first philosophy... Read More
