Updated May 30, 2024
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WealthTrust Asset Management

Investment Advisor Firm
Total assets under management$154M
Years in business12+

About WealthTrust Asset Management

WealthTrust Asset Management, headquartered in Destin, Florida, is an experienced portfolio manager specializing in partnering with advisors to address their clients' investment needs. Led by President and Chief Investment Officer John G. McHugh, the firm offers ten investment portfolios to cater to a wide range of investment objectives, from conservative incomes to long-term growth.

John and his team at WealthTrust Asset Management employ a quantitative approach to investing and managing assets for individuals, foundations, hospitals, pension plans, and other institutions. With over 25 years of experience helping investors and 20 years in private portfolio management, John leverages his extensive knowledge to construct portfolios with asset allocations suited to various risk tolerances. His disciplined approach to investing, particularly in equities selection, has yielded proven results for his investors.

With John's background as a trained CPA and his commitment to providing disciplined investment management, the firm continues to serve a diverse client base, offering tailored portfolio solutions designed to meet various risk profiles and financial objectives.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Portfolio Management

More about WealthTrust Asset Management

DesignationsMinimum asset threshold
Registered Investment AdvisorN/A
Firm CRD NumberNumber of advisors
1749017

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings