Wealth Advisors Trust Company Employee Directory

Financial ServicesSouth Dakota, United States11-50 Employees

Wealth Advisors Trust Company, based in Rapid City, South Dakota, provides corporate trustee services for trusts created by registered investment advisors and wirehouse advisors, estate planning attorneys, and the families they bring to the firm. It administers the trusts in a way that keeps the advisor at the center, enabling the advisor to retain the client and stay on the assets. 

The organization operates without bank ownership or custodian affiliations and does not compete for the advisor’s clients. Founded in 2009 and chartered in South Dakota, the firm has grown to administer about $4 billion in assets across more than 400 advisor relationships, reflecting its niche within fiduciary services. In 2025, Jonathan Connolly was appointed President and COO to lead the company’s national expansion, bringing more than 30 years of experience from UBS, Wealthspire Trust, PNC, and RBC.

Find Wealth Advisors Trust Company employees' phone numbers or email addresses

Wealth Advisors Trust Company Global Highlights

Location
Employees

North America
32

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  • United States Of America
    32

Asia
3

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  • Sri Lanka
    2
  • Philippines
    1

Wealth Advisors Trust Company's Leadership

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    S. T. J. M.
    Chief Fiduciary Officer
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    M.
    President, Chief Executive Officer And Chief Market Strategist
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    J. C.
    President And Chief Operating Officer
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    C. S.
    Co-Founder
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    S. B.
    Co-Founder
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    R. P. T.
    Agency Distribution Head
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  • Stylized image of a person
    A. M.
    Director
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    A. R.
    Senior Fiduciary Strategist
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Wealth Advisors Trust Company Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Sales
  • Legal
  • Accounting
  • Other
  • Business Development

Contact profiles from Wealth Advisors Trust Company

Name
Title
Contact Info
Location
Last Update
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    J. C.
    President And Chief Operating Officer
    Phone icon
    United StatesNew Jersey
    Mar 10, 2026
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    C. S.
    Co-Founder
    Phone icon
    United StatesGeorgia
    Apr 16, 2026
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    M.
    President, Chief Executive Officer And Chief Market Strategist
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    Jun 08, 2026
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    S. B.
    Co-Founder
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    Oct 22, 2024
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    R. P. T.
    Agency Distribution Head
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    Philippines
    Jun 05, 2026
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    S. T. J. M.
    Chief Fiduciary Officer
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    United StatesGeorgia
    Jun 15, 2026
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    A. M.
    Director
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    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    A. R.
    Senior Fiduciary Strategist
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    United States
    Jan 01, 2026
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    A. C.
    Trust Officer
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    UNITED STATES
    Mar 08, 2023
  • Stylized image of a person
    A. R.
    Trust Officer
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    UNITED STATES
    Jul 07, 2024

Frequently Asked Questions

What is Wealth Advisors Trust Company known for?

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Wealth Advisors Trust Company was founded in 2009 operates in the Financial Services industry. The company's main headquarters is located in 910 5th Street Suite 101 Rapid City, South Dakota 57701 United States; you can contact the main corporate office by phone at . Explore Wealth Advisors Trust Company's company overview page for more information.

What is Wealth Advisors Trust Company's most common email format?

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Wealth Advisors Trust Company employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Advisors Trust Company email formats with LeadIQ.

How many employees does Wealth Advisors Trust Company have currently?

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Wealth Advisors Trust Company has approximately 17 employees as of June 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Wealth Advisors Trust Company's key employees and leadership?

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As of June 2026, Wealth Advisors Trust Company's key employees include:

  • Chief Fiduciary Officer: S. T. J. M.
  • President, Chief Executive Officer And Chief Market Strategist: M.
  • President And Chief Operating Officer: J. C.
  • Co-Founder: C. S.
  • Co-Founder: S. B.

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