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.