South Dakota · Public trust company
Wealth Advisors Trust Company
Services offered
- Corporate / administrative trusteeship
- Directed and delegated trust structures
- Agency trustee services (firm says it manages administration while the client remains trustee)
- South Dakota trust structures / trust settlement
Who it is for
- Wealth advisors and RIAs who want to keep the client relationship
- Attorneys placing South Dakota situs trusts
- Families wanting an advisor-friendly administrative trustee
Sourced facts
- Appears on SD Division of Banking September 2026 roster as Wealth Advisors Trust Company, TC.042-2 (public), Rapid City address above, first issuance 05/12/2009.
- Firm states it is a South Dakota-chartered corporate trustee focused solely on trust administration and is custodian-neutral / non-competitive with advisors.
- Publishes explicit directed vs delegated trust education for advisors.
- Who We Are page describes PAM Awards Best New Financial Product recognition in 2015 (recognition year, not a substitute for the 2009 roster first-issuance date).
Notes
Wealth Advisors Trust Company is on the South Dakota Division of Banking September 2026 roster as a public trust company (TC.042-2), first issued 12 May 2009, at 910 5th Street, Suite 101, Rapid City. The firm markets itself as an independent, advisor-created corporate trustee that does not compete for the investment book — custodian-neutral and non-competitive — and publishes explicit directed and delegated trust education, including an Advisors Primer dated 14 January 2026 on the site news list.
The public model matches the directory’s directed-trustee thesis. Confirm whether the appointment is corporate trustee or agency trustee (the firm says agency trustee manages administration while the client remains trustee) and get that role in the instrument. The Who We Are page notes a 2015 PAM Awards Best New Financial Product recognition; that is not a charter year.
What to verify next
Excellent fit for the directory’s directed-trustee thesis. Confirm current credential on the appointment, which role (corporate vs agency trustee) they will take, custodian neutrality in practice, and special-asset appetite. Ask for a current fee schedule; do not invent fees. Omit AUM.