What departments does BT Wealth Management, LLC have?

BT Wealth Management, LLC has employees across 3 departments including Entrepreneurship, Operations, Administrative.

What is the largest department at BT Wealth Management, LLC?

The largest department at BT Wealth Management, LLC is Operations with 2 employees.

Where are BT Wealth Management, LLC employees located globally?

BT Wealth Management, LLC has employees across 3 continents and 3 countries including Ireland, United States Of America, Australia.

How has BT Wealth Management, LLC's team size changed over time?

BT Wealth Management, LLC's team has decreased from approximately 8 to 7 employees based on available data.

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BT Wealth Management, LLC Employee Directory

Financial ServicesGeorgia, United States11-50 Employees

BT Wealth Management, LLC is an independent, fee-only registered investment advisor based in the Atlanta area, providing investment management, consulting, and financial planning services to high-net-worth individuals and families. The firm emphasizes a disciplined investment process aimed at building portfolios aligned with client objectives while maintaining resilience amid market uncertainty. Founded in 2008, BT Wealth Management has established offices in Atlanta and Savannah and reports a growth trajectory in assets under management through its professional team. In addition to advisory services, the firm undertakes stakeholder-specific guidance to help clients navigate complex financial decisions within the financial services industry.

BT Wealth Management, LLC Global Highlights

North America
19

United States Of America
19

Europe
1

Ireland
1

Oceania
1

Australia
1

BT Wealth Management, LLC's Leadership

J. S.
Chief Operating Officer
Mobile Phone
Email
J. T.
Owner
Mobile Phone
Email
B. C.
Regional Manager
Mobile Phone
Email
F. B.
Administrative Assistant
Mobile Phone
Email
H. H.
Client Service Associate
Mobile Phone
Email
W. M.
Mobile Phone
Email

BT Wealth Management, LLC Employee Metrics

100%

50%

2026

2025

Banking
Accounting
Business
Administrative
Analytics
Other

Contact profiles from BT Wealth Management, LLC

Name

Title

Contact

Location

Last Update

J. T.
Owner
Mobile Phone
Email
Oct 22, 2024
J. S.
Chief Operating Officer
Mobile Phone
Email
Mar 02, 2023
B. C.
Regional Manager
Mobile Phone
Email
AustraliaNew South Wales
Jul 31, 2024
F. B.
Administrative Assistant
Mobile Phone
Email
Oct 16, 2024
H. H.
Client Service Associate
Mobile Phone
Email
Oct 16, 2024
W. M.
Mobile Phone
Email
Ireland
Dec 20, 2023

Frequently Asked Questions

What is BT Wealth Management, LLC known for?

BT Wealth Management, LLC was founded in 2008 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-770-635-****

. Explore BT Wealth Management, LLC's company overview page for more information.

What is BT Wealth Management, LLC's most common email format?

BT Wealth Management, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more BT Wealth Management, LLC email formats with LeadIQ.

How many employees does BT Wealth Management, LLC have currently?

BT Wealth Management, LLC has approximately 16 employees as of July 2026. These team members are located across 3 continents, including North AmericaEuropeOceania.

Who are BT Wealth Management, LLC's key employees and leadership?

As of July 2026, BT Wealth Management, LLC's key employees include:

Chief Operating Officer: J. S.
Owner: J. T.
Regional Manager: B. C.
Administrative Assistant: F. B.
Client Service Associate: H. H.

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BT Wealth Management, LLC Employee Directory

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