Company Information

Get to know Wealth Advisors Trust, a South Dakota trust company

Wealth Advisors Trust Company is a South Dakota-chartered, independent trust company founded in 2009. The company was specifically created to partner with financial advisors, attorneys, and their clients, rather than competing with them. Their core business model is centered on acting as a "directed trustee," where they handle all administrative and fiduciary duties of a trust while allowing the client's chosen financial advisor to continue managing the trust's investments. This collaborative approach, combined with the benefits of South Dakota's favorable trust laws, positions them as a key partner for wealth management professionals nationwide.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Wealth Advisors Trust, a South Dakota trust company

United States

Founded in

2009 (17 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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FTD LIMITED

(505 reviews)

British Virgin Islands

2017

(9 years)

Security Information :

BVI FSC

Security Information

Warning

This company is currently Unproved.

Please be cautious of the potential risks!

License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.