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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-03-2015
- Office Locations
- 4
Office Locations
About Wealthtrust Asset Management, LLC
WealthTrust Asset Management, LLC offers the WealthTrust DBS Long Term Growth ETF (WLTG), an actively managed, diversified strategy targeting long-term capital growth with a secondary objective of dividend income. The portfolio uses a two-sleeve process: about 75% in quantitatively selected equities/ADRs with an earnings focus and about 25% in passive ETF exposure driven by a trend-analysis allocation program, with flexibility to use fixed income, gold/commodities, and cash via ETFs.
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Owner & Executives
JOHN GERARD MCHUGH
Managing Member, President
- CRD
- #1830198
- Ownership
- 75% or more
SHAWN M MCHUGH
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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THOMAS OHEARN EIFLER JR
Founder
- CRD
- #1817915
THOMAS OHEARN EIFLER SR
--
- CRD
- #76398
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $169,686,188 | $390,982 |
| Non-Discretionary | $47,696,144 | $400,808 |
| Total | $217,382,332 | $393,096 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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