Thomas Ohearn Eifler
Investment adviser representative at Wealthtrust Asset Management, LLC
27 yearsExperience
1 stateRegistered in
$217.4MFirm assets
11 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
27 years in the industry.
- Peak Trust Financial Group Inc.Nov 2019 to now
- Ptf Investment Advisors, IncNov 2019 to now
- Canyon Creek Capital LLCAug 2019 to now
- Wealthtrust Asset Management, LLCJun 2018 to now
- Tamp Advisory Solutions LLCJun 2018 to now
- Advisors ExcelSep 2010 to now
- UberOct 2017 to Dec 2017
- Valiant Wealth Management, LLCFeb 2017 to Aug 2019
- Eifler Group Lone StarSep 2013 to Feb 2017
- Ic Advisory Services, Inc.Jun 2006 to Dec 2016
- The Investment Center, Inc.Oct 1999 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1988
- Series 65 · Uniform Investment Adviser Law1992
State registrations
Registered as an investment adviser representative in 1 state (TX).
Wealthtrust Asset Management, LLC
$217.4MAssets managed
256Clients
6Advisers
11 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 1817915
- Firm CRD
- 174901