BURT WEALTH ADVISORS

6116 Executive Blvd
Suite 500
North Bethesda, Maryland 20852
Tel: 301-770-9880

About BURT WEALTH ADVISORS

BURT WEALTH ADVISORS, formally registered with the SEC as BURT WEALTH ADVISORS. The firm was established in 04/23/1985. They have over 1 offices throughout the country.

BURT WEALTH ADVISORS is a North Bethesda, Maryland based Financial Planning firm with nearly $796,053,958 assets under management, offering retirement planning & investment advisory services to 1309 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105211
SEC#	801-23924
Assets Managed by Firm	$796,053,958
No. of Clients	1309
No. of Advisors	13

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	1309	$796,053,958
Individuals (other than high net worth individuals)	191	$75,831,227
High net worth individuals	195	$720,222,731

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