Advisor-centric model Wealth Advisors Trust Company emphasizes maintaining client relationships and asset control for advisors, offering a trustee partner structure that preserves the advisor’s custody and client connection. This positions WATC as a risk-mitigating solution for advisory firms wary of asset migration when trusts are involved.

Growth and expansion Under new leadership with Jonathan Connolly as President and COO, the firm is positioning for strategic expansion. This presents an opportunity to engage during leadership-driven growth initiatives and offer scalable trust administration capabilities to attract additional advisory relationships.

AUM and client base With four billion dollars in assets under administration across over 400 advisor relationships, there is a broad, multi-advisor network that can be leveraged for cross-sell opportunities, enhanced trust services, and referrals to complementary professionals in the wealth management ecosystem.

Compliance and jurisdiction Being South Dakota chartered in the top trust law jurisdiction, WATC can market its robust fiduciary framework to RIAs, IBDs, and estate attorneys seeking stable, reputable trust administration with strong regulatory alignment and fiduciary governance.

Technical readiness A tech-enabled platform with a modern stack (WordPress, analytics tags, open graph, and compliance-ready hosting) suggests readiness for digital collaboration and seamless onboarding. This enables targeted outreach highlighting ease of integration, smooth client transitions, and scalable service delivery.