WealthTrust Advisors

Finance · Arizona, United States · 1-10 Employees

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Overview

Headquarters

17200 N Perimeter Dr Ste 203, Scottsdale...

Phone Number

(480) 483-7300

Revenue

$7.8 Million

Industry

Finance Securities Trading
ZI Rank: 2
Signal Type
Jan
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ZI Rank
1
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2

About WealthTrust Advisors

WealthTrust Advisors is a boutique wealth advisory practice based in Scottsdale and Chandler, Arizona, serving clients since 1996. They offer a comprehensive range of services including financial planning, portfolio management, estate planning, risk management, retirement planning, and taxation. The firm is committed to providing objective, fiduciary advice tailored to the unique financial interests of their clients. With a professional team averaging over 24 years of experience, they emphasize teamwork, integrity, and proactive service to help clients achieve their financial goals.Explore more
WealthTrust Advisors's Social MediaPopular SearchesWealthTrust AdvisorsWealth Trust AdvisorsWealthtrust LLCWealth Trust LLCWealthTrust Advisors IncSIC Code 62,628NAICS Code 52,523Show more

WealthTrust Advisors Org Chart

PhoneEmail
LW
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Vice President

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SM
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Office Manager

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

WealthTrust Advisors

$7.8M
1-10
Private
-
1996
LW
Lance WilsonVice President
<$5M
11-50
Private
-
1998
<$5M
11-50
Private
-
1998
LC
Leon ColafrancescoPresident & Chief Compliance Officer
<$5M
1-10
Private
-
2014
MS
Molly SullivanClient Service Coordinator
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
-
AM
Annette MachemehlAdvisor Support Specialist
<$5M
1-10
Private
-
2011
N/A
Illustration of an envelope

Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

WealthTrust Advisors is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

WealthTrust Advisors is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about WealthTrust Advisors.

WealthTrust Advisors Tech Stack

A closer look at the technologies used by WealthTrust Advisors

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Frequently Asked Questions Regarding WealthTrust Advisors

What is WealthTrust Advisors's official website?
WealthTrust Advisors's official website is www.wealthtrustadvisors.com
What is WealthTrust Advisors's Revenue?
WealthTrust Advisors's revenue is $7.8 Million
What is WealthTrust Advisors's SIC code?
WealthTrust Advisors's SIC: 62,628
What is WealthTrust Advisors's NAICS code?
WealthTrust Advisors's NAICS: 52,523
How many employees does WealthTrust Advisors have?
WealthTrust Advisors has 1-10 employees
What industry does WealthTrust Advisors belong to?
WealthTrust Advisors is in the industry of: Finance, Securities Trading
What is WealthTrust Advisors competition?
WealthTrust Advisors top competitors include: Focus Financial Network, Selkirk Wealth Advisors, Waterford Advisors, Stockade Wealth Management
What technology does WealthTrust Advisors use?
Some of the popular technologies that WealthTrust Advisors uses are: goo.gl, DoubleClick, Bullhorn, Google Universal Analytics
How do I contact WealthTrust Advisors?
WealthTrust Advisors contact info: Phone number: (480) 483-7300 Website: www.wealthtrustadvisors.com
What does WealthTrust Advisors do?

WealthTrust Advisors is a boutique wealth advisory practice based in Scottsdale and Chandler, Arizona, serving clients since 1996. They offer a comprehensive range of services including financial planning, portfolio management, estate planning, risk management, retirement planning, and taxation. The firm is committed to providing objective, fiducia... ry advice tailored to the unique financial interests of their clients. With a professional team averaging over 24 years of experience, they emphasize teamwork, integrity, and proactive service to help clients achieve their financial goals.Read More

What are WealthTrust Advisors social media links?
WealthTrust Advisors Linkedin page WealthTrust Advisors Twitter page WealthTrust Advisors Facebook page
Is WealthTrust Advisors a public company?
WealthTrust Advisors is private company therefore does not currently have an official ticker symbol
See more information about WealthTrust Advisors

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