Clifford Anderson Rutledge

Wealthtrust Asset Management, LLC

37 Years of Experience

5 Disclosures

View SEC Summary

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & Coaching

Wealthtrust Asset Management, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

5 advisors

Number of Clients

250 clients

Average Client Portfolio

$732K average

Assets Under Management

$183.0M

Fee Structure

Minimum Investment:$50K

Location

4458 Legendary Dr., Suite 140, Destin, FL, 32541

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History

Regulatory History (5)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

March 2018

Pending

Regulatory

May 2012

Final

Regulatory

April 2008

Final

Customer Dispute

March 2008

Settled

Customer Dispute

April 1997

Settled

View Full SEC Report How to Read Disclosures

Other Business Activities

Clifford owns rental property in Santa Rosa Beach, FL, since 2016, but spends no time on it. He also does business as Duncan McHugh Investments to market his registered investment advisor services since 2018.