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RIA / WealthAdvisorChartered Financial Analyst20 years in industry

MICHAEL JOHN LEE

Advisor at WEALTHTRUST ASSET MANAGEMENT, LLC

DESTIN, FL

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Search this name across graphsid dfx:ria:5583d47d-35a0-8359-c098-ab2ee5439d77

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jul 10, 2012 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: WEALTHTRUST ASSET MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 10, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Chartered Financial Analyst
Exams: S65|S63|S66
First exam: May 10, 2006
First registration: Jul 10, 2012
Dual registered: no
IAPD individual key: 4507518

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
WEALTHTRUST ASSET MANAGEMENT, LLC	Independent wealth	May 22, 2024	n/a	yes	DESTIN, FL	Current employment
LONG STREET CAPITAL MANAGEMENT	n/a	Jul 27, 2022	Dec 31, 2022	no	BLACKSHEAR, GA	Previous registration
ASTERIA WEALTH LLC	Former SEC adviser	Feb 15, 2018	Mar 29, 2018	no	PONTE VEDRA BEACH, FL	Previous registration
WILDERMUTH ADVISORY, LLC	Former SEC adviser	Feb 15, 2018	Mar 29, 2018	no	PONTE VEDRA BEACH, FL	Previous registration
KALOS MANAGEMENT	Former SEC adviser	Aug 27, 2015	Mar 29, 2018	no	ROSWELL, GA\|PONTE VEDRA BEACH, FL	Previous registration
LONG STREET CAPITAL MANAGEMENT, LLC	n/a	Jul 10, 2012	Dec 5, 2014	no	BLACKSHEAR, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
LONG STREET CAPITAL MANAGEMENT	WEALTHTRUST ASSET MANAGEMENT, LLC	Dec 31, 2022	May 22, 2024	508	Firm change after gap	Other
KALOS MANAGEMENT	WILDERMUTH ADVISORY, LLC	Mar 29, 2018	Feb 15, 2018	-42	Firm change after gap	Other
WILDERMUTH ADVISORY, LLC	ASTERIA WEALTH LLC	Mar 29, 2018	Feb 15, 2018	-42	Firm change after gap	Other
ASTERIA WEALTH LLC	LONG STREET CAPITAL MANAGEMENT	Mar 29, 2018	Jul 27, 2022	1,581	Firm change after gap	Other
LONG STREET CAPITAL MANAGEMENT, LLC	KALOS MANAGEMENT	Dec 5, 2014	Aug 27, 2015	265	Firm change	Other

Relationships

Registered with (5)

→ WEALTHTRUST ASSET MANAGEMENT, LLCRegistered adviserregistration: current employment
May 22, 2024 to presentfactForm ADV
→ LONG STREET CAPITAL MANAGEMENTRegistered adviserregistration: previous registration
Jul 27, 2022 to Dec 31, 2022factForm ADV
→ KALOS MANAGEMENTRegistered adviserregistration: previous registration
Aug 27, 2015 to Mar 29, 2018factForm ADV
→ WILDERMUTH ADVISORY, LLCRegistered adviserregistration: previous registration
Feb 15, 2018 to Mar 29, 2018factForm ADV
→ ASTERIA WEALTH LLCRegistered adviserregistration: previous registration
Feb 15, 2018 to Mar 29, 2018factForm ADV

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
Michael John Lee left Long Street Capital Management for Wealthtrust Asset Management, Llc (registered 2024-05-22)
Form ADVobserved 5 days ago