Wilbanks Smith & Thomas Asset Management

Financial Services · 11 Employees
Phone Number: 8002293677
Email Address: dabney.treacy@wstam.com
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About
Founded in 1990, Wilbanks Smith & Thomas Asset Management, LLC (WST) is an SEC-registered investment advisory firm that offers asset management solutions for taxable clients as well as a range of institutional client types including endowments, foundations, pensions and profit-sharing plans. Based in Norfolk, Virginia, the firm manages over $5.0 billion in assets as of March 31, 2023 across wealth management, institutional advisory/ consulting, and advisor solutions (sub-advisory) channels. WST Capital Management, a division of WST, is an ETF strategist offering a platform of risk-managed, model-based asset class investment solutions. For over three decades, we have been privileged by the trust and partnership of our clients, each one of which represents a unique set of circumstances and aspirations. We approach each relationship accordingly. Every member of our firm is dedicated to and defined by our clients' trust and the achievement of their goals. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services.
Year Founded
1990
Social Media
Linkedin
Industry
Financial Services
HQ Location
150 West Main Street Suite 1700 Norfolk, Virginia 23510, US
Keywords
Wealth ManagementAsset ManagementRegistered Investment Advisorand Exchange Traded Funds (ETFs)Exchange Traded Funds (ETFs)
Location
3
  • 150 West Main Street Suite 1700 Norfolk, Virginia 23510, US
  • 3605 Glenwood Avenue Suite 450 US,North Carolina,Raleigh,27612
  • 3605 Glenwood Avenue Suite 450 Raleigh, North Carolina 27612, US

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