BT Wealth Management, LLC Management Team
Summary
BT Wealth Management, LLC is a private company that has been in the industry for 18 years. The company currently specializes in the Financial Services area. The position of the Managing Director is occupied by Bernard Palmer. Its headquarters is located at Atlanta, Georgia, USA. The number of employees ranges from 25 to 100. The annual revenue of BT Wealth Management, LLC varies between 5.0M and 25M. To connect with BT Wealth Management, LLC employee register on SignalHire.
Organization Website | btwealthllc.com |
Social Links |   |
Phone Number | 770.635.5000 |
Industries | |
Headquarters Location | Riverwood 200, Atlanta, GA, 30339 US |
Employees Size | 10-50 employees |
Specialties | Wealth Transfer, Estate, Gift and Philanthropic Planning, Single Stock Diversification Planning, Insurance Planning, Needs Analysis, Succession Planning, Family Business Consulting, Cash Flow, Retirement Planning, Strategic Income Tax Planning, Return Preparation |
SIC Code | 6199 |
DMA Code | Atlanta Metropolitan Area |
Founded | 2008 |
Estimated Annual Revenue | $5.0M - 25M |
Operating Status | Independent Company |
Employees Turnover 4 quarter 2025
Length of Employment
Employee tenure at BT Wealth Management, LLC shows a diverse range of experience levels:
20% for 5–7 years30% for 8–10 years50% have over 11 years of service at BT Wealth Management, LLC
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