BT Wealth Management
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BT Wealth Management - overview
Established
2008
Location
Atlanta, GA, US
Primary Industry
Financial Services
About
Based in Georgia, US, and founded in 2008, BT Wealth Management, LLC is an investment advisor that offers financial planning, consulting, and investment management solutions to high-net-worth individuals as well as families. In June 2022, WA Asset Management, LLC, a portfolio company of HGGC and Wealth Partners Capital Group, acquired BT Wealth Management from Bennett Thrasher. As of June 2022, the company employs about 14 people. The company’s investment management solution includes asset allocation, manager selection, and monitoring, single stock diversification planning, and alternative investment funds.
BT Wealth Management also provides financial planning services, which include retirement planning, cash flow analysis, life event planning, qualified plan consulting, estate planning, insurance planning, and philanthropy. In addition, the firm offers family business consulting and succession planning, and investment consulting.
Current Investors
Waverly Advisors, LLC
Primary Industry
Financial Services
Sub Industries
Consulting Services, Investment Banking, Insurance
Website
www.btwealthllc.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
BT Wealth Management - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | BT Wealth Management | - |
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