WEALTHTRUST ASSET MANAGEMENT, LLC

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Wealthtrust Asset Management is based out of Destin. Wealthtrust Asset Management is a large advisory firm with 249 clients and discretionary assets under management (AUM) of $154,759,516 (Form ADV from 2021-06-04). Their last reported 13F filing for Q2 2021 included $115,192,000 in managed 13F securities and a top 10 holdings concentration of 37.26%. Wealthtrust Asset Management's largest holding is Schwab U.S. Large-Cap Value ETF with shares held of 93,546. Whalewisdom has at least 1 13F filings

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06/30/2021

13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2021-08-16

Performance for Q2 2021: 8.73%
Performance Last 4 Quarters: 0.0%
Performance Metrics
Stats are not available for the latest quarter

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*Shares are split adjusted

View Last Form Adv Compilation Report on Record

TAMP ADVISORY SOLUTIONS
4458 LEGENDARY DR. SUITE 140
DESTIN FL    32541
Country: United States

Business Phone: 850-460-8444
Fax:
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: MO
Number of employees: 7
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Hourly charges,Fixed fees
Amount of client funds and securities: 1,386,890
Total Number of Clients: 249
Amount of client funds and securities by related persons:
Total Number of clients from related persons:
Disclosures:
Data above was derived from SEC filings.

Active Schedule 13D and 13G events

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Insider Transactions in the past year

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WEALTHTRUST ASSET MANAGEMENT, LLC

ownership team - last updated 2021-06-04
Name Title Start Date Direct/Indirect % Ownership
DUNCAN, DARLENE, SUE CHIEF COMPLIANCE OFFICER, MEMBER 02/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WEALTHPOINT INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01
WEALTHPOINT INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
MCHUGH, JOHN, GERARD MANAGING MEMBER 12/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEALTHPOINT INVESTMENTS, LLC MANAGING MEMBER direct 2014-12-01

WEALTHTRUST ASSET MANAGEMENT, LLC

ownership team - last updated 2021-03-12
Name Title Start Date Direct/Indirect % Ownership
DUNCAN, DARLENE, SUE CHIEF COMPLIANCE OFFICER, MEMBER 02/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WEALTHPOINT INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01
WEALTHPOINT INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
MCHUGH, JOHN, GERARD MANAGING MEMBER 12/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEALTHPOINT INVESTMENTS, LLC MANAGING MEMBER direct 2014-12-01
DUNCAN, DARLENE, SUE CHIEF COMPLIANCE OFFICER, MEMBER 02/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WEALTHPOINT INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01
WEALTHPOINT INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
MCHUGH, JOHN, GERARD MANAGING MEMBER 12/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEALTHPOINT INVESTMENTS, LLC MANAGING MEMBER direct 2014-12-01

TAMP ADVISORY SOLUTIONS, LLC

ownership team - last updated 2020-12-22
Name Title Start Date Direct/Indirect % Ownership
DUNCAN, DARLENE, SUE CHIEF COMPLIANCE OFFICER, MEMBER 02/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WEALTHPOINT INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01
WEALTHPOINT INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
MCHUGH, JOHN, GERARD MANAGING MEMBER 12/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEALTHPOINT INVESTMENTS, LLC MANAGING MEMBER direct 2014-12-01

TAMP ADVISORY SOLUTIONS, LLC

ownership team - last updated 2020-06-23
Name Title Start Date Direct/Indirect % Ownership
DUNCAN, DARLENE, SUE CHIEF COMPLIANCE OFFICER, MEMBER 02/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WEALTHPOINT INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01
WEALTHPOINT INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
MCHUGH, JOHN, GERARD MANAGING MEMBER 12/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEALTHPOINT INVESTMENTS, LLC MANAGING MEMBER direct 2014-12-01

TAMP ADVISORY SOLUTIONS, LLC

ownership team - last updated 2020-03-06
Name Title Start Date Direct/Indirect % Ownership

TAMP ADVISORY SOLUTIONS, LLC

ownership team - last updated 2019-12-06
Name Title Start Date Direct/Indirect % Ownership
DUNCAN, DARLENE, SUE CHIEF COMPLIANCE OFFICER, MEMBER 02/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WEALTHPOINT INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01
WEALTHPOINT INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
MCHUGH, JOHN, GERARD MANAGING MEMBER 12/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEALTHPOINT INVESTMENTS, LLC MANAGING MEMBER direct 2014-12-01

TAMP ADVISORY SOLUTIONS, LLC

ownership team - last updated 2019-09-10
Name Title Start Date Direct/Indirect % Ownership
DUNCAN, DARLENE, SUE CHIEF COMPLIANCE OFFICER, MEMBER 02/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WEALTHPOINT INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01
WEALTHPOINT INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
MCHUGH, JOHN, GERARD MANAGING MEMBER 12/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEALTHPOINT INVESTMENTS, LLC MANAGING MEMBER direct 2014-12-01

TAMP ADVISORY SOLUTIONS, LLC

ownership team - last updated 2019-03-18
Name Title Start Date Direct/Indirect % Ownership
DUNCAN, DARLENE, SUE CHIEF COMPLIANCE OFFICER, MEMBER 02/01/2015 Direct 10 - 25%
Fund Name Position direct/indirect start date end date
WEALTHPOINT INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01
WEALTHPOINT INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
MCHUGH, JOHN, GERARD MANAGING MEMBER 12/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEALTHPOINT INVESTMENTS, LLC MANAGING MEMBER direct 2014-12-01

TAMP ADVISORY SOLUTIONS, LLC

ownership team - last updated 2018-12-10
Name Title Start Date Direct/Indirect % Ownership
DUNCAN, DARLENE, SUE CHIEF COMPLIANCE OFFICER 02/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEALTHPOINT INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01
WEALTHPOINT INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
MCHUGH, JOHN, GERARD MANAGING MEMBER 12/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEALTHPOINT INVESTMENTS, LLC MANAGING MEMBER direct 2014-12-01

TAMP ADVISORY SOLUTIONS, LLC

ownership team - last updated 2018-06-25
Name Title Start Date Direct/Indirect % Ownership
DUNCAN, DARLENE, SUE CHIEF COMPLIANCE OFFICER 02/01/2015 Direct less than 5%
Fund Name Position direct/indirect start date end date
WEALTHPOINT INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-01-01
WEALTHPOINT INVESTMENTS, LLC CHIEF COMPLIANCE OFFICER direct 2015-02-01
MCHUGH, JOHN, GERARD MANAGING MEMBER 12/01/2014 Direct 75% or more
Fund Name Position direct/indirect start date end date
WEALTHPOINT INVESTMENTS, LLC MANAGING MEMBER direct 2014-12-01

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