Wealth Trust Arizona LLC (Scottsdale)

Name: Wealth Trust Arizona LLC
Address: 8434 E. Shea Boulevard, Scottsdale, AZ, 85260 6634
Telephone: 480-483-7300

Wealth Trust Arizona LLC is a large advisory firm based in Scottsdale. It manages $559.73 million of regulatory assets for 2,071 client accounts. It has been registered with the SEC as an adviser since 2006 and has operated in the jurisdiction of Arizona.

Wealth Trust Arizona provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Wealth Trust Arizona: assets under management

The assets under management (AUM) of Wealth Trust Arizona LLC is $559.73 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $392.25 million in discretionary accounts and $167.48 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $196.91 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.12 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Wealth Trust Arizona LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Commissions are paid and earned by the adviser when a trade or a sales of an investment is made. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Wealth Trust Arizona LLC

Keith P Degreen has been acting as President since 1 Jul 2003. Donald Rodger Ebey joined the executive team most recently as the Chief Compliance Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Keith P Degreen	President	1 Jul 2003	50% - 75%	1336852
Benjamin Rollins Wilson	Treasurer	1 Jul 2003	Other	1741666
Paul A Ahern	Secretary	1 Jul 2003	Other	2257376
Donald Rodger Ebey	Chief compliance officer	1 Oct 2004	Other	2271975
Jeffrey Edward Krueg	Chief executive officer	1 Jan 2005	Other	1300805

Based in Scottsdale

The principal office where Wealth Trust Arizona LLC performs its advisory services is located at 8434 E. Shea Boulevard, Scottsdale, AZ 85260 6634, which is also the mailing address of the firm. An additional office of the firm is in Chandler, AZ. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 480-483-7300 or by fax (480) 443-4810. The normal business hours are 8am - 5pm on Monday - Friday. You can find more information about the New York firm at www.degreen.com.