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BT Wealth Management (“BTWM”) has been acquired by Waverly Advisors as of June 30, 2022. Waverly Advisors and BTWM share a similar heritage, aligned with well-known and widely-respected CPA firms, and are driven by a client-first philosophy.
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Waverly Advisors Acquires Derbend Asset Management. May 21,...
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BT, formerly BT Financial Group, is a financial-services company based at Tower Two, International Towers, Sydney, with operations in both Australia and New Zealand. In 1969, BT began as the Australian subsidiary of the Bankers Trust Company of New York, Bankers Trust Australia.
Jul 6, 2022 · WA Asset Management (“WAAM”) is a fee-only registered investment adviser that serves the investment management and wealth planning needs of a diverse group of clients, including...
Jul 6, 2022 · Birmingham, Ala.–based WA Asset Management, a fee-only registered investment advisory firm with a focus on attracting credentialed advisors, announced it has acquired BT Wealth Management, an...
- Ali Hibbs
Jul 6, 2022 · The acquisition of BT Wealth Management increases WA Asset Management's assets under management by about $1 billion, according to a news release. BT Wealth Management's 14-person team joined WA Asset Management, with Scott Craig assuming the role of regional director, Clay McDaniel becoming chief investment officer of private markets and Justin ...
Jul 6, 2022 · WA Asset Management, a Birmingham, Alabama-based registered investment adviser managing $4.3 billion, has acquired BT Wealth Management, an RIA firm managing $1 billion based in Atlanta and ...
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Jul 7, 2022 · WA Asset Management, a registered investment adviser that specializes in investment management, financial planning and wealth management solutions for a diverse group of high-net-worth individuals, corporate retirement plans and institutional clients, has acquired BT Wealth Management, LLC (“BTWM”). This strategic expansion into Atlanta and ...
