BT Wealth Management, LLC Employee Directory

Q: What is BT Wealth Management, LLC known for?

BT Wealth Management, LLC was founded in 2008. BT Wealth Management, LLC operates in the Financial Services industry.

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

BT Wealth Management, LLC has approximately 16 employees.

Financial ServicesGeorgia, United States11-50 Employees

BT Wealth Management is an independent, fee-only Registered Investment Advisor that provides investment management, consulting, and financial planning services to high-net-worth individuals and families. Founded in 2008, BT Wealth Management has grown to over $1 billion assets under management (AUM) and seventeen employees as of December 31, 2019, with offices in Atlanta and Savannah. The BT Wealth Management team adheres to a disciplined investment process with a focus on building portfolios that meet client goals while remaining resilient in the face of market uncertainty.

Find BT Wealth Management, LLC employees' phone numbers or email addresses

BT Wealth Management, LLC Global Highlights

North America
18

United States Of America
18

Europe
1

Ireland
1

Oceania
1

Australia
1

BT Wealth Management, LLC's Leadership

J. S.
Chief Operating Officer
Mobile Phone
Email
P. F. I.
Chief Compliance Officer
Mobile Phone
Email
C. D.
Partner
Mobile Phone
Email
J. T.
Owner
Mobile Phone
Email
M. B.
Director Of Sales
Mobile Phone
Email
B. C.
Regional Manager
Mobile Phone
Email
P. B.
Senior Financial Planner
Mobile Phone
Email
K. T.
Investment Committee And Llc Member
Mobile Phone
Email

Contact profiles from BT Wealth Management, LLC

Name

Title

Contact Info

Location

Last Update

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. The company's main headquarters is located in 3300 Riverwood 200, Suite 1075; 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 December 2025. These team members are located across 3 continents, including North AmericaEuropeOceania.

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

As of December 2025, BT Wealth Management, LLC's key employees include:

Chief Operating Officer: J. S.
Chief Compliance Officer: P. F. I.
Partner: C. D.
Owner: J. T.
Director Of Sales: M. B.

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