What departments does Wealth Advisors Trust Company have?

Wealth Advisors Trust Company has employees across 1 departments including Entrepreneurship.

What is the largest department at Wealth Advisors Trust Company?

The largest department at Wealth Advisors Trust Company is Entrepreneurship with 1 employees.

Where are Wealth Advisors Trust Company employees located globally?

Wealth Advisors Trust Company has employees across 2 continents and 3 countries including Philippines, Sri Lanka, United States Of America.

How has Wealth Advisors Trust Company's team size changed over time?

Wealth Advisors Trust Company's team has remained stable from approximately 18 to 18 employees based on available data.

Wealth Advisors Trust Company Employee Directory

Financial ServicesSouth Dakota, United States11-50 Employees

Wealth Advisors Trust Company, based in Rapid City, South Dakota, provides corporate trustee services for trusts created by registered investment advisors and wirehouse advisors, estate planning attorneys, and the families they bring to the firm. It administers the trusts in a way that keeps the advisor at the center, enabling the advisor to retain the client and stay on the assets. 

The organization operates without bank ownership or custodian affiliations and does not compete for the advisor’s clients. Founded in 2009 and chartered in South Dakota, the firm has grown to administer about $4 billion in assets across more than 400 advisor relationships, reflecting its niche within fiduciary services. In 2025, Jonathan Connolly was appointed President and COO to lead the company’s national expansion, bringing more than 30 years of experience from UBS, Wealthspire Trust, PNC, and RBC.

Wealth Advisors Trust Company Global Highlights

North America
33

United States Of America
33

Asia
3

Sri Lanka
2
Philippines
1

Wealth Advisors Trust Company's Leadership

M.
President, Chief Executive Officer And Chief Market Strategist
Mobile Phone
Email
S. B.
Co-Founder
Mobile Phone
Email
R. P. T.
Agency Distribution Head
Mobile Phone
Email
J. S. C.
Wholesaler Specialist
Mobile Phone
Email
C. N.
Manging Director/Ceo
Mobile Phone
Email

Wealth Advisors Trust Company Employee Metrics

100%

50%

0%

2026

2025

Banking
Business
Sales
Legal
Accounting
Other
Business Development

Contact profiles from Wealth Advisors Trust Company

Name

Title

Contact

Location

Last Update

M.
President, Chief Executive Officer And Chief Market Strategist
Mobile Phone
Email
Jun 08, 2026
S. B.
Co-Founder
Mobile Phone
Email
Oct 22, 2024
R. P. T.
Agency Distribution Head
Mobile Phone
Email
Philippines
Jun 05, 2026
J. S. C.
Wholesaler Specialist
Mobile Phone
Email
Oct 22, 2024
C. N.
Manging Director/Ceo
Mobile Phone
Email
Sri Lanka
Sep 08, 2025

Frequently Asked Questions

What is Wealth Advisors Trust Company known for?

Wealth Advisors Trust Company was founded in 2009 operates in the Financial Services industry; you can contact the main corporate office by phone at

+1-605-716-****

. Explore Wealth Advisors Trust Company's company overview page for more information.

What is Wealth Advisors Trust Company's most common email format?

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

How many employees does Wealth Advisors Trust Company have currently?

Wealth Advisors Trust Company has approximately 19 employees as of July 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Wealth Advisors Trust Company's key employees and leadership?

As of July 2026, Wealth Advisors Trust Company's key employees include:

President, Chief Executive Officer And Chief Market Strategist: M.
Co-Founder: S. B.
Agency Distribution Head: R. P. T.
Wholesaler Specialist: J. S. C.
Manging Director/Ceo: C. N.

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Wealth Advisors Trust Company Employee Directory

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